+66.5%
DFAT vs VOO
+91.5%
-24.9%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | 0.0% | 0.0% |
| 7D | -0.5% | +0.1% | -0.6% | -0.7% |
| 30D | +4.5% | -3.3% | +7.8% | +7.9% |
| 3M | -2.0% | -2.4% | +0.4% | +0.2% |
| 6M | +5.3% | +2.6% | +2.7% | +2.1% |
| YTD | +19.3% | +11.3% | +8.0% | +6.4% |
| 1Y | +25.1% | +13.4% | +11.6% | +9.4% |
| 3Y | +67.2% | +80.3% | -13.1% | -8.8% |
| 5Y | +54.5% | +72.7% | -18.2% | -11.4% |
| All | +66.5% | +91.5% | -24.9% | -18.0% |
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