+256.1%
DXYZ vs VOO
+49.6%
+206.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | 0.0% |
| 7D | -0.6% | -2.0% | +1.4% | +5.2% |
| 30D | +8.2% | -1.7% | +9.9% | +13.5% |
| 3M | -11.1% | +4.7% | -15.9% | -22.8% |
| 6M | +23.2% | +12.6% | +10.6% | -14.0% |
| YTD | +4.6% | +11.8% | -7.1% | -26.0% |
| 1Y | +21.5% | +17.5% | +4.0% | -27.0% |
| All | +256.1% | +49.6% | +206.5% | +18.8% |
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 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