+127.2%
DBE vs VOO
+75.2%
+52.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -0.9% | +0.2% |
| 7D | -2.0% | -0.9% | -1.1% | -2.0% |
| 30D | -8.8% | -2.3% | -6.5% | -8.6% |
| 3M | +11.2% | -1.2% | +12.4% | +11.3% |
| 6M | +9.2% | +3.3% | +5.9% | +8.4% |
| YTD | +101.0% | +12.3% | +88.7% | +95.9% |
| 1Y | +85.2% | +12.5% | +72.7% | +80.4% |
| 3Y | +87.2% | +79.2% | +8.1% | +57.2% |
| All | +127.2% | +75.2% | +52.0% | +101.6% |
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 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