+61.1%
DFEM vs VOO
+92.2%
-31.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.6% | +1.2% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | -9.3% | -3.3% | -6.0% | -6.9% |
| 3M | -6.9% | -2.4% | -4.5% | -5.0% |
| 6M | -10.0% | +2.6% | -12.6% | -11.2% |
| YTD | +11.2% | +11.3% | 0.0% | +3.9% |
| 1Y | +13.1% | +13.4% | -0.3% | +4.4% |
| 3Y | +67.4% | +80.3% | -12.9% | +13.9% |
| All | +61.1% | +92.2% | -31.1% | +4.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling