+3.5%
DBI vs VOO
+12.4%
-9.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.8% | -0.6% | +15.4% | +15.6% |
| 7D | +16.3% | -2.0% | +18.3% | +19.6% |
| 30D | -5.4% | -1.7% | -3.7% | -3.2% |
| 3M | -13.7% | +4.7% | -18.5% | -19.8% |
| 6M | +3.5% | +12.6% | -9.1% | -12.7% |
| All | +3.5% | +12.4% | -9.0% | -12.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling