+23.6%
DXYZ vs VOO
+20.9%
+2.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +2.1% |
| 7D | -5.9% | +0.1% | -6.0% | -6.0% |
| 30D | +37.0% | +0.1% | +36.9% | +36.8% |
| 3M | -24.8% | +2.0% | -26.9% | -27.5% |
| 6M | +17.3% | +13.0% | +4.3% | -4.5% |
| YTD | +6.8% | +13.6% | -6.8% | -14.3% |
| 1Y | +23.6% | +20.1% | +3.6% | -16.8% |
| All | +23.6% | +20.9% | +2.7% | -16.8% |
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 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