-15.2%
DBVT vs VOO
+12.0%
-27.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.5% |
| 7D | +13.8% | -0.6% | +14.4% | +14.1% |
| 30D | +17.4% | -3.6% | +21.1% | +21.0% |
| 3M | -19.3% | -2.7% | -16.6% | -17.5% |
| 6M | -41.7% | +2.2% | -43.9% | -42.7% |
| YTD | -40.0% | +10.9% | -50.9% | -45.4% |
| 1Y | -15.2% | +11.3% | -26.6% | -21.1% |
| All | -15.2% | +12.0% | -27.2% | -21.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling