-99.1%
DXF vs VOO
+23.1%
-122.2%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +0.3% | +12.7% | +12.5% |
| 7D | 0.0% | -2.7% | +2.7% | +5.0% |
| 30D | -49.0% | -5.4% | -43.7% | -43.8% |
| 3M | -45.8% | -4.1% | -41.8% | -42.0% |
| 6M | -48.0% | +0.7% | -48.7% | -48.0% |
| YTD | -83.0% | +8.7% | -91.7% | -85.0% |
| 1Y | -90.3% | +11.0% | -101.3% | -91.7% |
| All | -99.1% | +23.1% | -122.2% | -98.0% |
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