+55.8%
DFAT vs VOO
+73.4%
-17.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | 0.0% | +0.1% |
| 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% | +2.2% |
| YTD | +19.3% | +11.3% | +8.0% | +6.6% |
| 1Y | +25.1% | +13.4% | +11.6% | +9.5% |
| 3Y | +67.2% | +80.3% | -13.1% | -8.0% |
| All | +55.8% | +73.4% | -17.5% | -11.8% |
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