+43.2%
DFAS vs VOO
+87.1%
-43.9%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | -0.2% |
| 7D | -2.1% | -2.7% | +0.6% | +0.6% |
| 30D | 0.0% | -5.4% | +5.4% | +5.8% |
| 3M | -5.6% | -4.1% | -1.5% | -1.6% |
| 6M | -0.1% | +0.7% | -0.9% | -1.2% |
| YTD | +12.7% | +8.7% | +4.0% | +3.0% |
| 1Y | +17.4% | +11.0% | +6.4% | +5.0% |
| 3Y | +55.5% | +75.5% | -19.9% | -13.2% |
| 5Y | +31.5% | +68.4% | -36.9% | -22.5% |
| All | +43.2% | +87.1% | -43.9% | -27.0% |
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 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