+580.7%
DGX vs VOO
+807.8%
-227.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.3% |
| 7D | -2.2% | -0.4% | -1.9% | -2.0% |
| 30D | -0.9% | -1.4% | +0.5% | -0.1% |
| 3M | +15.6% | +3.7% | +11.9% | +12.7% |
| 6M | +17.8% | +13.0% | +4.8% | +8.5% |
| YTD | +37.5% | +12.4% | +25.0% | +26.8% |
| 1Y | +31.2% | +18.6% | +12.6% | +16.7% |
| 3Y | +96.6% | +78.1% | +18.5% | +31.0% |
| 5Y | +64.9% | +82.3% | -17.3% | +6.3% |
| 10Y | +254.6% | +322.5% | -67.9% | +16.6% |
| All | +580.7% | +807.8% | -227.2% | +22.7% |
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