+654.8%
DBJP vs VOO
+686.7%
-31.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | +2.7% | +0.1% | +2.6% | +2.6% |
| 3M | +3.1% | +2.0% | +1.0% | +1.5% |
| 6M | +12.8% | +13.0% | -0.2% | +2.4% |
| YTD | +24.6% | +13.6% | +11.0% | +12.7% |
| 1Y | +41.3% | +20.1% | +21.3% | +22.3% |
| 3Y | +109.0% | +77.6% | +31.4% | +33.5% |
| 5Y | +162.4% | +82.4% | +79.9% | +62.0% |
| 10Y | +359.1% | +316.8% | +42.3% | +40.4% |
| All | +654.8% | +686.7% | -31.9% | +80.1% |
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