-70.6%
DBVT vs VOO
+383.4%
-454.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.4% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | -5.4% | +0.1% | -5.5% | -5.4% |
| 3M | -23.4% | +2.0% | -25.4% | -24.5% |
| 6M | -40.9% | +13.0% | -53.9% | -45.9% |
| YTD | -29.7% | +13.6% | -43.3% | -35.9% |
| 1Y | +46.1% | +20.1% | +26.0% | +28.0% |
| 3Y | +329.0% | +77.6% | +251.4% | +178.2% |
| 5Y | +18.8% | +82.4% | -63.7% | -25.5% |
| 10Y | -80.5% | +316.8% | -397.3% | -94.6% |
| All | -70.6% | +383.4% | -454.0% | -94.5% |
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 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