+66.3%
DX vs VOO
+309.6%
-243.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.4% |
| 7D | -5.7% | +2.6% | -8.3% | -7.4% |
| 30D | -5.7% | -2.0% | -3.7% | -4.4% |
| 3M | -19.3% | -2.8% | -16.5% | -17.8% |
| 6M | -17.1% | +2.2% | -19.3% | -18.6% |
| YTD | -17.0% | +11.5% | -28.5% | -23.4% |
| 1Y | -13.7% | +13.5% | -27.2% | -21.3% |
| 3Y | +46.0% | +78.1% | -32.1% | -4.8% |
| 5Y | +10.2% | +73.1% | -62.9% | -27.3% |
| All | +66.3% | +309.6% | -243.4% | -36.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling