+252.7%
DBO vs VOO
+321.7%
-69.0%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.6% | +6.4% | +6.1% |
| 7D | +12.1% | -2.0% | +14.1% | +13.1% |
| 30D | +23.1% | -1.7% | +24.7% | +23.9% |
| 3M | +18.4% | +4.7% | +13.7% | +15.3% |
| 6M | +39.7% | +12.6% | +27.2% | +30.5% |
| YTD | +112.2% | +11.8% | +100.5% | +98.7% |
| 1Y | +96.7% | +17.5% | +79.2% | +79.1% |
| 3Y | +70.1% | +77.0% | -6.9% | +22.9% |
| 5Y | +132.7% | +82.6% | +50.1% | +63.1% |
| All | +252.7% | +321.7% | -69.0% | +46.9% |
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 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