+14.4%
DBO vs VOO
+803.9%
-789.4%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.2% |
| 7D | -1.0% | +3.3% | -4.3% | -2.8% |
| 30D | -5.3% | -2.7% | -2.6% | -4.1% |
| 3M | +12.4% | -1.7% | +14.2% | +12.9% |
| 6M | +3.2% | +3.1% | +0.1% | +0.2% |
| YTD | +93.4% | +11.9% | +81.5% | +77.2% |
| 1Y | +92.0% | +12.1% | +79.9% | +75.7% |
| 3Y | +69.1% | +78.6% | -9.4% | +13.4% |
| 5Y | +82.8% | +73.8% | +9.0% | +22.5% |
| 10Y | +245.5% | +312.3% | -66.8% | +16.8% |
| All | +14.4% | +803.9% | -789.4% | -80.2% |
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