+50.7%
DFAS vs VOO
+95.4%
-44.8%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -1.2% | +0.1% | -1.2% | -1.2% |
| 3M | +4.0% | +2.0% | +2.0% | +1.8% |
| 6M | +10.6% | +13.0% | -2.5% | -2.8% |
| YTD | +18.6% | +13.6% | +5.0% | +3.7% |
| 1Y | +21.1% | +20.1% | +1.0% | 0.0% |
| 3Y | +50.8% | +77.6% | -26.8% | -16.7% |
| 5Y | +49.9% | +82.4% | -32.6% | -18.7% |
| All | +50.7% | +95.4% | -44.8% | -26.5% |
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