+216.5%
DXJ vs VOO
+82.4%
+134.1%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.9% | -2.0% |
| 7D | -2.5% | +0.5% | -3.0% | -2.9% |
| 30D | -2.1% | -0.9% | -1.2% | -1.5% |
| 3M | +4.0% | +3.9% | +0.1% | +1.2% |
| 6M | +12.8% | +14.5% | -1.8% | +2.3% |
| YTD | +22.6% | +13.0% | +9.7% | +12.3% |
| 1Y | +36.6% | +19.4% | +17.2% | +20.3% |
| 3Y | +115.2% | +78.9% | +36.3% | +47.2% |
| All | +216.5% | +82.4% | +134.1% | +116.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling