-99.0%
DXD vs VOO
+777.9%
-876.8%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +1.4% |
| 7D | +1.5% | -2.7% | +4.2% | -2.9% |
| 30D | -0.3% | -5.4% | +5.0% | -9.3% |
| 3M | +11.2% | -4.1% | +15.2% | +4.2% |
| 6M | -4.1% | +0.7% | -4.8% | -0.8% |
| YTD | -10.6% | +8.7% | -19.3% | +8.1% |
| 1Y | -14.4% | +11.0% | -25.4% | +7.9% |
| 3Y | -51.2% | +75.5% | -126.6% | +59.6% |
| 5Y | -49.5% | +68.4% | -117.9% | +78.8% |
| 10Y | -93.9% | +315.7% | -409.6% | +105.1% |
| All | -99.0% | +777.9% | -876.8% | +82.1% |
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