-98.3%
DXF vs VOO
+27.9%
-126.2%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.0% |
| 7D | -2.0% | +0.5% | -2.6% | -3.0% |
| 30D | 0.0% | -0.9% | +0.9% | +1.6% |
| 3M | -17.2% | +3.9% | -21.1% | -24.3% |
| 6M | -58.6% | +14.5% | -73.2% | -66.3% |
| YTD | -68.6% | +13.0% | -81.6% | -74.0% |
| 1Y | -90.0% | +19.4% | -109.4% | -92.6% |
| All | -98.3% | +27.9% | -126.2% | -96.6% |
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 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