-99.1%
DXF vs VOO
+26.3%
-125.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.0% |
| 7D | 0.0% | +2.6% | -2.6% | -4.1% |
| 30D | -43.5% | -2.0% | -41.5% | -41.2% |
| 3M | -50.9% | -2.8% | -48.2% | -48.5% |
| 6M | -65.8% | +2.2% | -68.0% | -66.6% |
| YTD | -83.0% | +11.5% | -94.5% | -85.6% |
| 1Y | -90.3% | +13.5% | -103.8% | -92.0% |
| All | -99.1% | +26.3% | -125.4% | -98.1% |
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 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