-21.4%
DFDV vs VOO
+73.0%
-94.4%
-94.2%
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% | -0.2% |
| 7D | +13.6% | +0.1% | +13.5% | +14.6% |
| 30D | -23.9% | -3.3% | -20.6% | -20.0% |
| 3M | +18.7% | -2.4% | +21.1% | +24.3% |
| 6M | -23.1% | +2.6% | -25.7% | -21.9% |
| YTD | -32.1% | +11.3% | -43.4% | -33.5% |
| 1Y | -58.9% | +13.4% | -72.3% | -59.8% |
| 3Y | +300.7% | +80.3% | +220.4% | +199.0% |
| All | -21.4% | +73.0% | -94.4% | -32.8% |
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