+181.1%
DXYZ vs VOO
+49.8%
+131.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.2% | -1.6% |
| 7D | +9.8% | +3.3% | +6.5% | +0.1% |
| 30D | -15.9% | -2.7% | -13.3% | -8.4% |
| 3M | -17.5% | -1.7% | -15.7% | -12.6% |
| 6M | -52.6% | +3.1% | -55.7% | -56.9% |
| YTD | -17.4% | +11.9% | -29.3% | -41.4% |
| 1Y | +6.0% | +12.1% | -6.1% | -25.1% |
| All | +181.1% | +49.8% | +131.3% | -6.0% |
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 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