-30.0%
DBI vs VOO
+812.0%
-842.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.3% |
| 7D | -0.4% | +0.5% | -0.9% | -1.2% |
| 30D | -20.6% | -0.9% | -19.7% | -19.5% |
| 3M | -41.0% | +3.9% | -44.9% | -44.2% |
| 6M | -14.1% | +14.5% | -28.7% | -29.2% |
| YTD | -28.8% | +13.0% | -41.7% | -39.9% |
| 1Y | +30.1% | +19.4% | +10.6% | +1.9% |
| 3Y | -52.0% | +78.9% | -130.8% | -77.7% |
| 5Y | -53.9% | +82.3% | -136.2% | -78.7% |
| 10Y | -71.9% | +314.2% | -386.1% | -94.5% |
| All | -30.0% | +812.0% | -842.0% | -95.0% |
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