-80.7%
DTCX vs VOO
+83.1%
-163.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.8% |
| 7D | -7.2% | +0.5% | -7.8% | -7.3% |
| 30D | -5.9% | -0.9% | -4.9% | -5.5% |
| 3M | -11.1% | +3.9% | -15.0% | -11.9% |
| 6M | -19.2% | +14.5% | -33.8% | -22.1% |
| YTD | -29.8% | +13.0% | -42.8% | -32.0% |
| 1Y | -62.3% | +19.4% | -81.7% | -63.7% |
| 3Y | -63.2% | +78.9% | -142.1% | -65.4% |
| All | -80.7% | +83.1% | -163.8% | -82.7% |
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