+39.6%
DXUV vs VOO
+41.5%
-1.9%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.5% |
| 7D | +0.4% | +0.5% | -0.1% | -0.1% |
| 30D | -1.3% | -0.9% | -0.3% | -0.3% |
| 3M | +5.9% | +3.9% | +2.0% | +1.9% |
| 6M | +14.6% | +14.5% | 0.0% | -0.1% |
| YTD | +16.3% | +13.0% | +3.3% | +2.8% |
| 1Y | +20.9% | +19.4% | +1.5% | +1.0% |
| All | +39.6% | +41.5% | -1.9% | -1.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling