+250.2%
DBEZ vs VOO
+355.8%
-105.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.6% | +0.9% |
| 7D | +3.1% | +0.1% | +3.0% | +2.9% |
| 30D | +3.1% | -3.3% | +6.4% | +6.0% |
| 3M | -1.8% | -2.4% | +0.6% | +0.2% |
| 6M | +6.9% | +2.6% | +4.3% | +4.4% |
| YTD | +14.3% | +11.3% | +3.0% | +4.2% |
| 1Y | +18.3% | +13.4% | +4.9% | +6.0% |
| 3Y | +70.9% | +80.3% | -9.4% | +1.5% |
| 5Y | +71.2% | +72.7% | -1.5% | +4.7% |
| 10Y | +207.2% | +310.0% | -102.8% | -21.3% |
| All | +250.2% | +355.8% | -105.5% | -18.8% |
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