-56.5%
DXD vs VOO
+82.3%
-138.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +1.3% |
| 7D | 0.0% | +0.5% | -0.5% | +0.9% |
| 30D | +4.9% | -0.9% | +5.9% | +3.5% |
| 3M | -6.7% | +3.9% | -10.6% | 0.0% |
| 6M | -18.3% | +14.5% | -32.8% | +3.6% |
| YTD | -16.1% | +13.0% | -29.1% | +4.8% |
| 1Y | -23.6% | +19.4% | -43.0% | +5.2% |
| 3Y | -52.3% | +78.9% | -131.1% | +38.4% |
| 5Y | -56.5% | +82.3% | -138.8% | +53.2% |
| All | -56.5% | +82.3% | -138.8% | +53.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling