+37.2%
DFDV vs VOO
+75.6%
-38.4%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.5% |
| 7D | +16.1% | +0.5% | +15.5% | +15.7% |
| 30D | +107.3% | -0.9% | +108.2% | +109.3% |
| 3M | +93.9% | +3.9% | +90.0% | +89.8% |
| 6M | +65.0% | +14.5% | +50.5% | +53.5% |
| YTD | +18.6% | +13.0% | +5.7% | +12.0% |
| 1Y | -60.1% | +19.4% | -79.5% | -62.1% |
| 3Y | +312.7% | +78.9% | +233.8% | +219.1% |
| All | +37.2% | +75.6% | -38.4% | +13.2% |
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