+10.1%
DBND vs VOO
+80.8%
-70.7%
-9.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | -0.1% |
| 7D | 0.0% | -0.4% | +0.4% | 0.0% |
| 30D | -0.3% | -1.4% | +1.1% | -0.3% |
| 3M | -0.2% | +3.7% | -3.9% | -0.4% |
| 6M | -1.5% | +13.0% | -14.6% | -2.1% |
| YTD | -0.8% | +12.4% | -13.2% | -1.4% |
| 1Y | +0.4% | +18.6% | -18.2% | -0.5% |
| 3Y | +14.9% | +78.1% | -63.1% | +11.2% |
| All | +10.1% | +80.8% | -70.7% | +5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling