+74.8%
DFAC vs VOO
+86.5%
-11.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.4% | +0.4% | +0.3% |
| 7D | -3.9% | -4.7% | +0.8% | +0.7% |
| 30D | -3.8% | -5.9% | +2.1% | +2.1% |
| 3M | -4.2% | -4.5% | +0.3% | +0.2% |
| 6M | +2.9% | +1.9% | +1.0% | +0.9% |
| YTD | +11.2% | +8.4% | +2.8% | +2.5% |
| 1Y | +13.6% | +9.5% | +4.1% | +3.7% |
| 3Y | +70.9% | +75.3% | -4.3% | -2.1% |
| 5Y | +60.4% | +67.9% | -7.4% | -3.9% |
| All | +74.8% | +86.5% | -11.7% | -7.0% |
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