+67.1%
DGXX vs VOO
+117.0%
-49.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.1% | +0.8% |
| 7D | +1.6% | -0.8% | +2.4% | +3.7% |
| 30D | -9.1% | -1.1% | -8.0% | -6.3% |
| 3M | -41.4% | +3.9% | -45.3% | -46.2% |
| 6M | +31.8% | +13.6% | +18.2% | +0.5% |
| YTD | +49.4% | +12.7% | +36.7% | +16.4% |
| 1Y | +37.5% | +17.6% | +20.0% | -3.1% |
| 3Y | +288.8% | +77.3% | +211.5% | +3.1% |
| 5Y | -22.3% | +84.1% | -106.5% | -76.8% |
| All | +67.1% | +117.0% | -49.9% | -67.7% |
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