+285.6%
DFE vs VOO
+777.9%
-492.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.5% |
| 7D | -0.7% | -2.7% | +2.0% | +1.6% |
| 30D | +1.9% | -5.4% | +7.3% | +6.8% |
| 3M | -2.3% | -4.1% | +1.8% | +1.1% |
| 6M | -1.5% | +0.7% | -2.3% | -2.4% |
| YTD | +6.1% | +8.7% | -2.6% | -1.5% |
| 1Y | +14.3% | +11.0% | +3.3% | +4.2% |
| 3Y | +61.9% | +75.5% | -13.6% | -2.7% |
| 5Y | +23.3% | +68.4% | -45.0% | -23.5% |
| 10Y | +111.3% | +315.7% | -204.3% | -45.1% |
| All | +285.6% | +777.9% | -492.3% | -53.8% |
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 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