+18.5%
DFAR vs VOO
+97.6%
-79.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.4% | -1.0% |
| 7D | -0.7% | -0.9% | +0.2% | -0.2% |
| 30D | +6.4% | -2.3% | +8.8% | +8.0% |
| 3M | +2.3% | -1.2% | +3.5% | +3.0% |
| 6M | +2.8% | +3.3% | -0.5% | 0.0% |
| YTD | +16.8% | +12.3% | +4.5% | +6.7% |
| 1Y | +14.1% | +12.5% | +1.6% | +4.1% |
| 3Y | +46.5% | +79.2% | -32.7% | -9.9% |
| All | +18.5% | +97.6% | -79.0% | -31.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling