+94.4%
DBE vs VOO
+12.1%
+82.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -1.4% |
| 7D | -2.4% | +2.6% | -4.9% | +1.0% |
| 30D | -8.5% | -2.0% | -6.5% | -10.5% |
| 3M | +14.5% | -2.8% | +17.3% | +11.2% |
| 6M | +10.0% | +2.2% | +7.9% | +15.4% |
| YTD | +104.5% | +11.5% | +93.0% | +148.5% |
| 1Y | +94.4% | +13.5% | +80.9% | +135.6% |
| All | +94.4% | +12.1% | +82.3% | +135.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling