-41.6%
DCBO vs VOO
+79.1%
-120.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.3% | -4.2% |
| 7D | -7.2% | +0.5% | -7.7% | -7.7% |
| 30D | +5.7% | -0.9% | +6.7% | +7.0% |
| 3M | +33.3% | +3.9% | +29.4% | +26.8% |
| 6M | +21.2% | +14.5% | +6.7% | +2.1% |
| YTD | +6.2% | +13.0% | -6.8% | -9.3% |
| 1Y | -25.9% | +19.4% | -45.3% | -41.0% |
| 3Y | -41.6% | +78.9% | -120.5% | -76.5% |
| All | -41.6% | +79.1% | -120.7% | -76.5% |
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 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