-99.7%
DCX vs VOO
+20.9%
-120.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.0% | -0.4% | -11.6% | -11.6% |
| 7D | -22.6% | +0.1% | -22.7% | -22.7% |
| 30D | -45.0% | +0.1% | -45.1% | -45.1% |
| 3M | -77.5% | +2.0% | -79.5% | -78.0% |
| 6M | -67.3% | +13.0% | -80.3% | -72.4% |
| YTD | -87.2% | +13.6% | -100.8% | -89.1% |
| 1Y | -99.7% | +20.1% | -119.8% | -99.9% |
| All | -99.7% | +20.9% | -120.6% | -99.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling