+76.6%
DBE vs VOO
+77.0%
-0.4%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.7% | +2.2% |
| 7D | +5.0% | -0.4% | +5.4% | +5.0% |
| 30D | +16.7% | -1.4% | +18.1% | +16.6% |
| 3M | +18.8% | +3.7% | +15.1% | +19.0% |
| 6M | +45.9% | +13.0% | +32.8% | +46.1% |
| YTD | +108.2% | +12.4% | +95.8% | +108.5% |
| 1Y | +99.5% | +18.6% | +80.9% | +97.2% |
| All | +76.6% | +77.0% | -0.4% | +68.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling