+17.2%
USDX vs VOO
+55.2%
-38.0%
-0.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | +0.2% |
| 7D | +0.2% | -0.8% | +0.9% | +0.2% |
| 30D | +0.2% | -1.1% | +1.3% | +0.2% |
| 3M | +1.1% | +3.9% | -2.7% | +1.1% |
| 6M | +2.6% | +13.6% | -11.0% | +2.5% |
| YTD | +3.2% | +12.7% | -9.5% | +3.2% |
| 1Y | +5.8% | +17.6% | -11.7% | +5.8% |
| All | +17.2% | +55.2% | -38.0% | +16.9% |
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