+52.1%
DEXC vs VOO
+30.3%
+21.9%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.3% | +2.1% | +2.1% |
| 7D | +1.0% | -0.9% | +1.9% | +2.1% |
| 30D | -8.7% | -2.3% | -6.3% | -6.3% |
| 3M | -5.1% | -1.2% | -4.0% | -3.7% |
| 6M | -7.9% | +3.3% | -11.2% | -9.8% |
| YTD | +21.1% | +12.3% | +8.8% | +11.0% |
| 1Y | +23.6% | +12.5% | +11.1% | +13.1% |
| All | +52.1% | +30.3% | +21.9% | +26.3% |
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