+207.3%
DBEZ vs VOO
+315.3%
-108.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.7% |
| 7D | -0.6% | -0.4% | -0.3% | -0.3% |
| 30D | -2.8% | -1.4% | -1.5% | -1.7% |
| 3M | +2.8% | +3.7% | -0.9% | -0.3% |
| 6M | +11.7% | +13.0% | -1.3% | +1.0% |
| YTD | +13.0% | +12.4% | +0.5% | +2.6% |
| 1Y | +21.3% | +18.6% | +2.7% | +5.4% |
| 3Y | +66.5% | +78.1% | -11.5% | +2.4% |
| 5Y | +75.0% | +82.3% | -7.3% | +4.6% |
| 10Y | +207.3% | +322.5% | -115.2% | -17.1% |
| All | +207.3% | +315.3% | -108.0% | -17.1% |
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