-20.2%
DXD vs VOO
+14.7%
-34.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.6% | -7.8% | -3.5% |
| 7D | -3.2% | -0.7% | -2.5% | -4.1% |
| 30D | -7.3% | -1.1% | -6.3% | -8.6% |
| 3M | +3.8% | -0.3% | +4.2% | +3.9% |
| 6M | -14.5% | +7.4% | -21.9% | -1.6% |
| YTD | -17.2% | +13.4% | -30.6% | +6.8% |
| 1Y | -20.2% | +14.8% | -35.0% | +5.6% |
| All | -20.2% | +14.7% | -34.8% | +5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling