+12.1%
DBO vs VOO
+817.1%
-805.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | +8.1% | +0.1% | +8.0% | +8.0% |
| 30D | +21.4% | +0.1% | +21.4% | +21.3% |
| 3M | +5.3% | +2.0% | +3.3% | +3.6% |
| 6M | +41.9% | +13.0% | +28.8% | +30.1% |
| YTD | +89.4% | +13.6% | +75.8% | +73.0% |
| 1Y | +77.7% | +20.1% | +57.6% | +56.5% |
| 3Y | +54.9% | +77.6% | -22.7% | +4.6% |
| 5Y | +108.2% | +82.4% | +25.8% | +35.6% |
| 10Y | +226.2% | +316.8% | -90.7% | +10.3% |
| All | +12.1% | +817.1% | -805.0% | -80.7% |
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