+171.2%
DBE vs VOO
+81.6%
+89.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.7% | +2.3% |
| 7D | +5.0% | -0.4% | +5.4% | +5.1% |
| 30D | +16.7% | -1.4% | +18.1% | +16.9% |
| 3M | +18.8% | +3.7% | +15.1% | +18.0% |
| 6M | +45.9% | +13.0% | +32.8% | +42.1% |
| YTD | +108.2% | +12.4% | +95.8% | +102.9% |
| 1Y | +99.5% | +18.6% | +80.9% | +91.3% |
| 3Y | +77.6% | +78.1% | -0.5% | +49.2% |
| 5Y | +171.2% | +82.3% | +88.9% | +132.5% |
| All | +171.2% | +81.6% | +89.6% | +132.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling