+201.8%
DOX vs VOO
+817.1%
-615.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.4% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | +12.5% | +0.1% | +12.5% | +12.5% |
| 3M | +3.4% | +2.0% | +1.4% | +1.6% |
| 6M | -7.7% | +13.0% | -20.7% | -15.6% |
| YTD | -21.2% | +13.6% | -34.8% | -28.1% |
| 1Y | -24.0% | +20.1% | -44.1% | -33.4% |
| 3Y | -25.2% | +77.6% | -102.8% | -50.7% |
| 5Y | -10.9% | +82.4% | -93.3% | -43.0% |
| 10Y | +24.8% | +316.8% | -292.1% | -56.6% |
| All | +201.8% | +817.1% | -615.3% | -41.3% |
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 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