+262.2%
DXYZ vs VOO
+50.5%
+211.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -3.5% |
| 7D | -0.3% | -0.4% | +0.1% | +0.6% |
| 30D | +22.9% | -1.4% | +24.3% | +27.7% |
| 3M | -6.1% | +3.7% | -9.8% | -16.3% |
| 6M | +26.1% | +13.0% | +13.1% | -13.0% |
| YTD | +6.4% | +12.4% | -6.0% | -26.0% |
| 1Y | +23.8% | +18.6% | +5.2% | -27.7% |
| All | +262.2% | +50.5% | +211.7% | +18.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling