+136.4%
DBEM vs VOO
+309.6%
-173.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | +1.7% | +2.6% | -0.8% | 0.0% |
| 30D | -5.0% | -2.0% | -3.0% | -3.6% |
| 3M | -8.8% | -2.8% | -6.1% | -6.9% |
| 6M | -9.6% | +2.2% | -11.8% | -10.6% |
| YTD | +13.6% | +11.5% | +2.0% | +6.2% |
| 1Y | +14.7% | +13.5% | +1.2% | +6.1% |
| 3Y | +72.8% | +78.1% | -5.3% | +18.5% |
| 5Y | +43.8% | +73.1% | -29.3% | -0.3% |
| All | +136.4% | +309.6% | -173.2% | -12.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling