-55.5%
DCBO vs VOO
+74.6%
-130.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -0.8% |
| 7D | +6.8% | +3.3% | +3.6% | +2.1% |
| 30D | +18.6% | -2.7% | +21.3% | +23.2% |
| 3M | +46.9% | -1.7% | +48.6% | +50.6% |
| 6M | +87.1% | +3.1% | +84.0% | +76.8% |
| YTD | +46.3% | +11.9% | +34.4% | +21.3% |
| 1Y | +37.9% | +12.1% | +25.9% | +14.2% |
| 3Y | -28.8% | +78.6% | -107.4% | -73.5% |
| 5Y | -55.5% | +73.8% | -129.2% | -81.0% |
| All | -55.5% | +74.6% | -130.0% | -81.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling