-0.9%
DFCF vs VOO
+73.8%
-74.8%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.7% |
| 7D | -1.6% | +3.3% | -4.8% | -1.9% |
| 30D | +0.8% | -2.7% | +3.5% | +1.0% |
| 3M | -1.6% | -1.7% | +0.1% | -1.5% |
| 6M | -1.8% | +3.1% | -5.0% | -2.2% |
| YTD | -1.7% | +11.9% | -13.6% | -2.8% |
| 1Y | -1.4% | +12.1% | -13.5% | -2.6% |
| 3Y | +14.7% | +78.6% | -63.9% | +7.5% |
| All | -0.9% | +73.8% | -74.8% | -8.7% |
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