+92.0%
DMXF vs VOO
+169.2%
-77.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -0.7% |
| 7D | -1.0% | -0.9% | -0.1% | -0.3% |
| 30D | +0.6% | -2.3% | +3.0% | +2.6% |
| 3M | -2.7% | -1.2% | -1.5% | -1.8% |
| 6M | +3.8% | +3.3% | +0.4% | +1.1% |
| YTD | +13.8% | +12.3% | +1.5% | +3.8% |
| 1Y | +14.5% | +12.5% | +2.0% | +4.3% |
| 3Y | +61.5% | +79.2% | -17.7% | +0.9% |
| 5Y | +38.8% | +75.7% | -36.9% | -13.0% |
| All | +92.0% | +169.2% | -77.2% | -2.2% |
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