-50.5%
DCBO vs VOO
+128.1%
-178.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.2% |
| 7D | -3.2% | +0.1% | -3.3% | -3.3% |
| 30D | +21.7% | +0.1% | +21.6% | +21.7% |
| 3M | +39.8% | +2.0% | +37.8% | +34.6% |
| 6M | +33.2% | +13.0% | +20.2% | +9.4% |
| YTD | +11.6% | +13.6% | -2.0% | -9.4% |
| 1Y | -20.5% | +20.1% | -40.5% | -40.9% |
| 3Y | -42.5% | +77.6% | -120.1% | -78.2% |
| 5Y | -72.1% | +82.4% | -154.5% | -89.3% |
| All | -50.5% | +128.1% | -178.5% | -87.5% |
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