-78.6%
DBVT vs VOO
+361.3%
-439.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.4% | +3.0% | +1.8% |
| 7D | -4.8% | -4.7% | 0.0% | -1.3% |
| 30D | -1.8% | -5.9% | +4.1% | +2.8% |
| 3M | -31.2% | -4.5% | -26.7% | -28.8% |
| 6M | -49.7% | +1.9% | -51.6% | -50.4% |
| YTD | -48.9% | +8.4% | -57.3% | -51.8% |
| 1Y | -30.5% | +9.5% | -39.9% | -35.0% |
| 3Y | +375.7% | +75.3% | +300.5% | +211.4% |
| 5Y | +62.8% | +67.9% | -5.1% | +8.8% |
| 10Y | -85.9% | +314.4% | -400.3% | -96.2% |
| All | -78.6% | +361.3% | -439.9% | -95.9% |
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