-56.9%
DFDV vs VOO
+14.7%
-71.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.4% | +1.6% | +12.8% | +7.5% |
| 7D | -6.5% | -0.7% | -5.8% | -2.2% |
| 30D | -31.8% | -1.1% | -30.8% | -26.8% |
| 3M | +35.6% | -0.3% | +36.0% | +44.1% |
| 6M | -12.2% | +7.4% | -19.6% | -29.5% |
| YTD | -26.1% | +13.4% | -39.5% | -45.0% |
| 1Y | -56.9% | +14.8% | -71.7% | -68.8% |
| All | -56.9% | +14.7% | -71.6% | -68.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling