+280.4%
DXYZ vs VOO
+51.2%
+229.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.6% | +5.3% | +6.3% |
| 7D | +8.4% | +0.5% | +7.8% | +6.5% |
| 30D | +32.3% | -0.9% | +33.2% | +35.6% |
| 3M | -12.7% | +3.9% | -16.6% | -22.5% |
| 6M | +28.7% | +14.5% | +14.1% | -14.9% |
| YTD | +11.8% | +13.0% | -1.2% | -23.3% |
| 1Y | +33.3% | +19.4% | +13.9% | -23.7% |
| All | +280.4% | +51.2% | +229.3% | +23.0% |
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