-45.2%
DBI vs VOO
+82.8%
-128.0%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.7% | -3.2% |
| 7D | +11.8% | -0.8% | +12.6% | +13.0% |
| 30D | -3.9% | -1.1% | -2.8% | -2.5% |
| 3M | -9.6% | +3.9% | -13.5% | -15.1% |
| 6M | +1.9% | +13.6% | -11.7% | -16.6% |
| YTD | -19.5% | +12.7% | -32.2% | -33.0% |
| 1Y | +35.4% | +17.6% | +17.8% | +6.0% |
| 3Y | -46.9% | +77.3% | -124.2% | -76.2% |
| All | -45.2% | +82.8% | -128.0% | -74.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling