+31.4%
DFAS vs VOO
+67.5%
-36.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.4% | +0.6% | +0.7% |
| 7D | -3.4% | -4.7% | +1.4% | +1.5% |
| 30D | -1.5% | -5.9% | +4.4% | +4.8% |
| 3M | -6.2% | -4.5% | -1.7% | -1.8% |
| 6M | +0.7% | +1.9% | -1.2% | -1.5% |
| YTD | +12.6% | +8.4% | +4.2% | +3.3% |
| 1Y | +15.8% | +9.5% | +6.3% | +5.1% |
| 3Y | +53.8% | +75.3% | -21.4% | -13.5% |
| 5Y | +31.4% | +67.9% | -36.5% | -22.4% |
| All | +31.4% | +67.5% | -36.1% | -22.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling