+333.0%
DBJP vs VOO
+314.4%
+18.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +1.5% |
| 7D | -0.8% | -0.9% | +0.1% | 0.0% |
| 30D | -4.6% | -2.3% | -2.2% | -2.6% |
| 3M | -3.4% | -1.2% | -2.2% | -2.3% |
| 6M | +3.5% | +3.3% | +0.2% | +1.1% |
| YTD | +20.1% | +12.3% | +7.8% | +10.0% |
| 1Y | +22.8% | +12.5% | +10.3% | +12.3% |
| 3Y | +97.0% | +79.2% | +17.9% | +26.8% |
| 5Y | +152.8% | +75.7% | +77.1% | +63.8% |
| 10Y | +333.0% | +313.7% | +19.4% | +23.3% |
| All | +333.0% | +314.4% | +18.6% | +23.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling