-53.5%
DXD vs VOO
+80.9%
-134.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +0.6% |
| 7D | +0.5% | +0.1% | +0.4% | +0.8% |
| 30D | +3.9% | +0.1% | +3.8% | +4.1% |
| 3M | -6.0% | +2.0% | -8.0% | -2.1% |
| 6M | -15.9% | +13.0% | -28.9% | +4.8% |
| YTD | -17.9% | +13.6% | -31.5% | +3.6% |
| 1Y | -24.9% | +20.1% | -44.9% | +4.5% |
| All | -53.5% | +80.9% | -134.3% | +33.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling