-99.5%
DWTX vs VOO
+121.2%
-220.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.6% |
| 7D | -20.3% | -2.0% | -18.4% | -18.8% |
| 30D | +2.2% | -1.7% | +3.8% | +3.6% |
| 3M | +26.2% | +4.7% | +21.4% | +20.9% |
| 6M | -39.4% | +12.6% | -51.9% | -45.1% |
| YTD | -54.8% | +11.8% | -66.6% | -58.9% |
| 1Y | -61.3% | +17.5% | -78.9% | -66.2% |
| 3Y | -92.5% | +77.0% | -169.5% | -95.4% |
| 5Y | -98.8% | +82.6% | -181.4% | -99.3% |
| All | -99.5% | +121.2% | -220.8% | -99.8% |
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