+36.4%
DMB vs VOO
+486.0%
-449.6%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.4% |
| 7D | +2.4% | -2.7% | +5.1% | +3.1% |
| 30D | +14.8% | -5.4% | +20.2% | +16.4% |
| 3M | +1.0% | -4.1% | +5.1% | +2.1% |
| 6M | -1.8% | +0.7% | -2.5% | -2.1% |
| YTD | +0.2% | +8.7% | -8.5% | -2.1% |
| 1Y | +3.2% | +11.0% | -7.8% | +0.2% |
| 3Y | +25.9% | +75.5% | -49.5% | +7.6% |
| 5Y | -13.6% | +68.4% | -82.0% | -26.0% |
| 10Y | +26.0% | +315.7% | -289.6% | -10.1% |
| All | +36.4% | +486.0% | -449.6% | -11.9% |
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