+104.7%
DBEM vs VOO
+675.3%
-570.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -0.9% |
| 7D | +5.0% | +3.3% | +1.7% | +2.7% |
| 30D | -5.8% | -2.7% | -3.1% | -4.0% |
| 3M | -8.0% | -1.7% | -6.3% | -6.8% |
| 6M | -7.2% | +3.1% | -10.3% | -8.7% |
| YTD | +14.4% | +11.9% | +2.4% | +6.7% |
| 1Y | +14.2% | +12.1% | +2.1% | +6.4% |
| 3Y | +74.2% | +78.6% | -4.4% | +18.8% |
| 5Y | +44.8% | +73.8% | -29.0% | -0.4% |
| 10Y | +135.9% | +312.3% | -176.4% | -10.9% |
| All | +104.7% | +675.3% | -570.6% | -43.2% |
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 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