+300.7%
DFDV vs VOO
+78.4%
+222.3%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | 0.0% | 0.0% |
| 7D | +13.6% | +0.1% | +13.5% | +14.6% |
| 30D | -23.9% | -3.3% | -20.6% | -20.3% |
| 3M | +18.7% | -2.4% | +21.1% | +23.9% |
| 6M | -23.1% | +2.6% | -25.7% | -21.8% |
| YTD | -32.1% | +11.3% | -43.4% | -32.9% |
| 1Y | -58.9% | +13.4% | -72.3% | -59.3% |
| 3Y | +300.7% | +80.3% | +220.4% | +357.7% |
| All | +300.7% | +78.4% | +222.3% | +357.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling