+422.5%
DBVT vs VOO
+75.5%
+347.0%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.3% | +6.3% | +6.4% |
| 7D | +10.1% | -2.7% | +12.8% | +12.2% |
| 30D | +7.0% | -5.4% | +12.3% | +11.2% |
| 3M | -23.9% | -4.1% | -19.9% | -21.7% |
| 6M | -48.0% | +0.7% | -48.8% | -48.2% |
| YTD | -45.5% | +8.7% | -54.2% | -48.3% |
| 1Y | -25.6% | +11.0% | -36.5% | -30.4% |
| 3Y | +422.5% | +75.5% | +347.0% | +325.8% |
| All | +422.5% | +75.5% | +347.0% | +325.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling