+15.5%
DMB vs VOO
+314.0%
-298.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.1% |
| 7D | -0.7% | +0.5% | -1.2% | -0.8% |
| 30D | -1.9% | -0.9% | -1.0% | -1.6% |
| 3M | -3.2% | +3.9% | -7.1% | -4.3% |
| 6M | -2.4% | +14.5% | -17.0% | -6.4% |
| YTD | -2.0% | +13.0% | -15.0% | -5.7% |
| 1Y | +5.4% | +19.4% | -14.0% | -0.2% |
| 3Y | +12.1% | +78.9% | -66.8% | -7.2% |
| 5Y | -18.1% | +82.3% | -100.3% | -33.2% |
| 10Y | +15.5% | +314.2% | -298.7% | -25.4% |
| All | +15.5% | +314.0% | -298.5% | -25.4% |
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