-100.0%
DCX vs VOO
+79.1%
-179.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.8% |
| 7D | -20.1% | +0.5% | -20.7% | -20.4% |
| 30D | -40.1% | -0.9% | -39.1% | -39.8% |
| 3M | -77.7% | +3.9% | -81.6% | -78.4% |
| 6M | -64.2% | +14.5% | -78.7% | -67.6% |
| YTD | -87.0% | +13.0% | -100.0% | -88.1% |
| 1Y | -99.7% | +19.4% | -119.1% | -99.7% |
| 3Y | -100.0% | +78.9% | -178.9% | -100.0% |
| All | -100.0% | +79.1% | -179.1% | -100.0% |
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