-85.3%
DBVT vs VOO
+309.9%
-395.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.3% | +6.3% | +6.4% |
| 7D | +10.1% | -2.7% | +12.8% | +12.1% |
| 30D | +7.0% | -5.4% | +12.3% | +11.0% |
| 3M | -23.9% | -4.1% | -19.9% | -21.8% |
| 6M | -48.0% | +0.7% | -48.8% | -48.3% |
| YTD | -45.5% | +8.7% | -54.2% | -48.3% |
| 1Y | -25.6% | +11.0% | -36.5% | -30.5% |
| 3Y | +422.5% | +75.5% | +347.0% | +261.4% |
| 5Y | +73.6% | +68.4% | +5.2% | +22.1% |
| All | -85.3% | +309.9% | -395.3% | -95.1% |
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