+125.0%
DBO vs VOO
+81.6%
+43.4%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +2.9% |
| 7D | +6.2% | -0.4% | +6.6% | +6.3% |
| 30D | +17.3% | -1.4% | +18.7% | +17.6% |
| 3M | +14.5% | +3.7% | +10.7% | +13.1% |
| 6M | +36.1% | +13.0% | +23.1% | +30.8% |
| YTD | +100.5% | +12.4% | +88.1% | +92.8% |
| 1Y | +89.2% | +18.6% | +70.6% | +78.3% |
| 3Y | +60.7% | +78.1% | -17.4% | +30.2% |
| 5Y | +125.0% | +82.3% | +42.7% | +87.8% |
| All | +125.0% | +81.6% | +43.4% | +87.8% |
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