+93.8%
DBMF vs VOO
+192.4%
-98.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.6% | +1.3% |
| 7D | -1.9% | -0.6% | -1.3% | -1.9% |
| 30D | -4.7% | -3.6% | -1.0% | -4.3% |
| 3M | +1.3% | -2.7% | +4.1% | +1.6% |
| 6M | +4.0% | +2.2% | +1.7% | +3.6% |
| YTD | +14.1% | +10.9% | +3.2% | +12.7% |
| 1Y | +17.2% | +11.3% | +5.8% | +15.7% |
| 3Y | +31.0% | +76.9% | -46.0% | +24.0% |
| 5Y | +51.5% | +73.5% | -22.0% | +45.0% |
| All | +93.8% | +192.4% | -98.5% | +74.4% |
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