+282.6%
DBE vs VOO
+321.7%
-39.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.6% | +5.9% | +5.6% |
| 7D | +10.9% | -2.0% | +12.9% | +11.7% |
| 30D | +21.4% | -1.7% | +23.0% | +22.1% |
| 3M | +23.0% | +4.7% | +18.2% | +20.3% |
| 6M | +49.2% | +12.6% | +36.6% | +40.8% |
| YTD | +119.3% | +11.8% | +107.6% | +107.3% |
| 1Y | +107.6% | +17.5% | +90.1% | +91.5% |
| 3Y | +87.1% | +77.0% | +10.1% | +39.9% |
| 5Y | +180.4% | +82.6% | +97.8% | +103.8% |
| All | +282.6% | +321.7% | -39.1% | +88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling