+119.4%
DOX vs VOO
+800.4%
-681.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.8% |
| 7D | +6.4% | +2.6% | +3.8% | +4.6% |
| 30D | -24.4% | -2.0% | -22.4% | -23.9% |
| 3M | -22.9% | -2.8% | -20.1% | -22.0% |
| 6M | -23.7% | +2.2% | -25.8% | -25.6% |
| YTD | -42.7% | +11.5% | -54.2% | -47.5% |
| 1Y | -39.6% | +13.5% | -53.1% | -45.4% |
| 3Y | -38.8% | +78.1% | -116.9% | -60.0% |
| 5Y | -31.7% | +73.1% | -104.8% | -55.0% |
| 10Y | -6.1% | +310.7% | -316.8% | -67.2% |
| All | +119.4% | +800.4% | -681.0% | -57.1% |
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