+94.9%
DBMF vs VOO
+194.6%
-99.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.0% |
| 7D | +1.6% | -2.0% | +3.6% | +1.9% |
| 30D | +1.9% | -1.7% | +3.5% | +2.1% |
| 3M | +4.2% | +4.7% | -0.6% | +3.6% |
| 6M | +4.1% | +12.6% | -8.4% | +2.7% |
| YTD | +14.8% | +11.8% | +3.0% | +13.3% |
| 1Y | +26.1% | +17.5% | +8.5% | +23.7% |
| 3Y | +32.9% | +77.0% | -44.1% | +25.8% |
| 5Y | +58.5% | +82.6% | -24.1% | +50.3% |
| All | +94.9% | +194.6% | -99.7% | +75.3% |
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