-54.9%
DBRG vs VOO
+315.9%
-370.8%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.5% |
| 7D | 0.0% | +0.1% | -0.1% | -0.2% |
| 30D | +0.1% | +0.1% | 0.0% | -0.1% |
| 3M | +1.7% | +2.0% | -0.3% | -2.0% |
| 6M | +3.4% | +13.0% | -9.7% | -15.4% |
| YTD | +4.0% | +13.6% | -9.6% | -15.9% |
| 1Y | +41.6% | +20.1% | +21.5% | +6.0% |
| 3Y | -7.0% | +77.6% | -84.5% | -60.5% |
| 5Y | -41.1% | +82.4% | -123.6% | -75.1% |
| All | -54.9% | +315.9% | -370.8% | -92.5% |
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