-66.1%
DEFT vs VOO
+42.6%
-108.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +2.9% | +1.0% |
| 7D | -15.5% | -0.8% | -14.8% | -13.0% |
| 30D | +13.4% | -1.1% | +14.4% | +17.8% |
| 3M | +6.9% | +3.9% | +3.0% | -4.2% |
| 6M | -14.3% | +13.6% | -27.9% | -41.2% |
| YTD | -23.6% | +12.7% | -36.3% | -45.2% |
| 1Y | -75.6% | +17.6% | -93.1% | -84.2% |
| All | -66.1% | +42.6% | -108.6% | -86.2% |
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