+70.2%
DFEB vs VOO
+162.4%
-92.3%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | +0.6% | +0.1% | +0.6% | +0.6% |
| 3M | +2.1% | +2.0% | +0.1% | +1.2% |
| 6M | +6.5% | +13.0% | -6.5% | +1.2% |
| YTD | +8.1% | +13.6% | -5.4% | +2.5% |
| 1Y | +12.4% | +20.1% | -7.7% | +4.2% |
| 3Y | +43.9% | +77.6% | -33.6% | +13.4% |
| 5Y | +48.9% | +82.4% | -33.5% | +14.9% |
| All | +70.2% | +162.4% | -92.3% | +11.3% |
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