+17.4%
DGCB vs VOO
+79.2%
-61.7%
-3.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -1.1% | -2.0% | +0.9% | -0.9% |
| 30D | -1.5% | -1.7% | +0.1% | -1.4% |
| 3M | -1.5% | +4.7% | -6.2% | -2.0% |
| 6M | -1.4% | +12.6% | -14.0% | -2.6% |
| YTD | -0.6% | +11.8% | -12.4% | -1.8% |
| 1Y | 0.0% | +17.5% | -17.5% | -1.6% |
| All | +17.4% | +79.2% | -61.7% | +7.3% |
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