+250.4%
DBEZ vs VOO
+365.2%
-114.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | -1.1% | +0.1% | -1.2% | -1.2% |
| 3M | +3.4% | +2.0% | +1.4% | +1.6% |
| 6M | +10.7% | +13.0% | -2.3% | -0.3% |
| YTD | +14.4% | +13.6% | +0.8% | +2.5% |
| 1Y | +23.9% | +20.1% | +3.8% | +5.8% |
| 3Y | +66.2% | +77.6% | -11.3% | +0.1% |
| 5Y | +75.8% | +82.4% | -6.6% | +2.4% |
| 10Y | +205.5% | +316.8% | -111.3% | -22.7% |
| All | +250.4% | +365.2% | -114.8% | -20.1% |
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 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