-18.0%
DTB vs VOO
+145.5%
-163.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | +1.0% |
| 7D | -0.1% | -0.8% | +0.6% | +0.1% |
| 30D | -2.1% | -1.1% | -1.1% | -1.8% |
| 3M | -5.8% | +3.9% | -9.7% | -7.0% |
| 6M | -6.5% | +13.6% | -20.2% | -10.7% |
| YTD | -4.9% | +12.7% | -17.6% | -8.9% |
| 1Y | -11.2% | +17.6% | -28.7% | -16.2% |
| 3Y | -8.3% | +77.3% | -85.6% | -26.5% |
| 5Y | -20.9% | +84.1% | -105.0% | -38.6% |
| All | -18.0% | +145.5% | -163.5% | -38.8% |
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