+104.7%
DWX vs VOO
+812.0%
-707.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.2% |
| 7D | +0.3% | +0.5% | -0.2% | -0.1% |
| 30D | -0.7% | -0.9% | +0.2% | 0.0% |
| 3M | +4.8% | +3.9% | +0.9% | +1.6% |
| 6M | +6.2% | +14.5% | -8.3% | -4.7% |
| YTD | +11.1% | +13.0% | -1.9% | +0.6% |
| 1Y | +15.3% | +19.4% | -4.1% | -0.1% |
| 3Y | +59.6% | +78.9% | -19.3% | -3.2% |
| 5Y | +48.5% | +82.3% | -33.8% | -13.4% |
| 10Y | +97.5% | +314.2% | -216.7% | -51.9% |
| All | +104.7% | +812.0% | -707.3% | -80.8% |
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