+66.8%
DEXC vs VOO
+29.6%
+37.2%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.6% |
| 7D | +0.1% | -2.0% | +2.0% | +2.0% |
| 30D | +4.0% | -1.7% | +5.7% | +5.7% |
| 3M | +4.6% | +4.7% | -0.2% | +0.6% |
| 6M | +21.2% | +12.6% | +8.7% | +10.6% |
| YTD | +32.8% | +11.8% | +21.1% | +21.9% |
| 1Y | +44.9% | +17.5% | +27.3% | +28.7% |
| All | +66.8% | +29.6% | +37.2% | +38.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling