-98.7%
DWTX vs VOO
+82.8%
-181.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.3% | +2.5% |
| 7D | -15.3% | -0.8% | -14.5% | -14.6% |
| 30D | +0.8% | -1.1% | +1.9% | +1.6% |
| 3M | +23.6% | +3.9% | +19.7% | +19.5% |
| 6M | -31.0% | +13.6% | -44.6% | -37.6% |
| YTD | -53.4% | +12.7% | -66.1% | -57.6% |
| 1Y | -60.4% | +17.6% | -78.0% | -65.1% |
| 3Y | -91.8% | +77.3% | -169.2% | -94.7% |
| All | -98.7% | +82.8% | -181.5% | -99.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling