-26.0%
DFDV vs VOO
+72.4%
-98.4%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.3% | -5.5% | -5.5% |
| 7D | -0.9% | -0.6% | -0.3% | +0.7% |
| 30D | -28.4% | -3.6% | -24.7% | -24.4% |
| 3M | +12.9% | -2.7% | +15.7% | +18.7% |
| 6M | -27.6% | +2.2% | -29.8% | -26.1% |
| YTD | -36.0% | +10.9% | -46.9% | -37.1% |
| 1Y | -61.6% | +11.3% | -73.0% | -62.3% |
| 3Y | +282.4% | +76.9% | +205.5% | +193.2% |
| All | -26.0% | +72.4% | -98.4% | -36.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling