+142.8%
DBEM vs VOO
+321.7%
-178.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.4% |
| 7D | -0.8% | -2.0% | +1.2% | +0.6% |
| 30D | +1.1% | -1.7% | +2.8% | +2.3% |
| 3M | +1.2% | +4.7% | -3.6% | -1.8% |
| 6M | +12.5% | +12.6% | -0.1% | +4.4% |
| YTD | +23.6% | +11.8% | +11.8% | +15.2% |
| 1Y | +34.3% | +17.5% | +16.8% | +21.2% |
| 3Y | +86.3% | +77.0% | +9.3% | +27.9% |
| 5Y | +56.4% | +82.6% | -26.2% | +4.2% |
| All | +142.8% | +321.7% | -178.9% | -15.2% |
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