+24.5%
DXIV vs VOO
+18.9%
+5.7%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.6% |
| 7D | -1.0% | -0.4% | -0.6% | -0.7% |
| 30D | +0.1% | -1.4% | +1.4% | +1.1% |
| 3M | +6.2% | +3.7% | +2.5% | +3.1% |
| 6M | +9.4% | +13.0% | -3.6% | -1.3% |
| YTD | +15.7% | +12.4% | +3.2% | +4.6% |
| 1Y | +24.5% | +18.6% | +5.9% | +7.5% |
| All | +24.5% | +18.9% | +5.7% | +7.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling