+609.7%
DBJP vs VOO
+668.1%
-58.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.3% |
| 7D | -2.2% | -0.6% | -1.6% | -1.6% |
| 30D | -7.1% | -3.6% | -3.5% | -4.2% |
| 3M | -5.5% | -2.7% | -2.8% | -3.3% |
| 6M | +1.3% | +2.2% | -1.0% | -0.3% |
| YTD | +17.2% | +10.9% | +6.3% | +8.2% |
| 1Y | +20.0% | +11.3% | +8.7% | +10.5% |
| 3Y | +92.1% | +76.9% | +15.2% | +23.3% |
| 5Y | +148.4% | +73.5% | +74.9% | +60.0% |
| 10Y | +322.2% | +307.7% | +14.6% | +31.7% |
| All | +609.7% | +668.1% | -58.4% | +72.9% |
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