+352.9%
DBEF vs VOO
+686.7%
-333.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.5% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +0.4% | +0.1% | +0.3% | +0.3% |
| 3M | +4.9% | +2.0% | +2.9% | +3.2% |
| 6M | +9.9% | +13.0% | -3.1% | +0.1% |
| YTD | +16.3% | +13.6% | +2.8% | +5.5% |
| 1Y | +25.8% | +20.1% | +5.7% | +9.3% |
| 3Y | +69.9% | +77.6% | -7.7% | +8.6% |
| 5Y | +88.3% | +82.4% | +5.9% | +16.4% |
| 10Y | +214.8% | +316.8% | -102.1% | -2.1% |
| All | +352.9% | +686.7% | -333.8% | -4.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling