+440.2%
DXJ vs VOO
+325.3%
+114.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.3% | +1.5% |
| 7D | -1.5% | -0.8% | -0.8% | -0.9% |
| 30D | -2.7% | -1.1% | -1.6% | -1.9% |
| 3M | +5.0% | +3.9% | +1.1% | +1.8% |
| 6M | +12.0% | +13.6% | -1.6% | +1.1% |
| YTD | +23.8% | +12.7% | +11.0% | +12.5% |
| 1Y | +38.4% | +17.6% | +20.8% | +21.6% |
| 3Y | +116.2% | +77.3% | +38.8% | +37.9% |
| 5Y | +218.9% | +84.1% | +134.7% | +95.0% |
| All | +440.2% | +325.3% | +114.9% | +46.2% |
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