-52.6%
DCBO vs VOO
+125.8%
-178.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.2% |
| 7D | -5.3% | -0.4% | -4.9% | -4.7% |
| 30D | +1.2% | -1.4% | +2.6% | +3.5% |
| 3M | +33.0% | +3.7% | +29.2% | +24.8% |
| 6M | +25.0% | +13.0% | +12.0% | +2.8% |
| YTD | +6.7% | +12.4% | -5.7% | -12.0% |
| 1Y | -23.5% | +18.6% | -42.1% | -42.0% |
| 3Y | -41.3% | +78.1% | -119.4% | -77.9% |
| 5Y | -71.9% | +82.3% | -154.1% | -89.2% |
| All | -52.6% | +125.8% | -178.4% | -87.9% |
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 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