+83.9%
DBE vs VOO
+79.7%
+4.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -0.9% | +0.5% |
| 7D | -2.0% | -0.9% | -1.1% | -2.1% |
| 30D | -8.8% | -2.3% | -6.5% | -9.0% |
| 3M | +11.2% | -1.2% | +12.4% | +11.2% |
| 6M | +9.2% | +3.3% | +5.9% | +9.5% |
| YTD | +101.0% | +12.3% | +88.7% | +101.1% |
| 1Y | +85.2% | +12.5% | +72.7% | +85.3% |
| All | +83.9% | +79.7% | +4.2% | +63.1% |
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