-21.2%
DFEN vs VOO
+14.7%
-35.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.6% | -6.7% | -9.7% |
| 7D | +6.5% | -0.7% | +7.2% | +8.6% |
| 30D | +6.3% | -1.1% | +7.4% | +9.3% |
| 3M | -42.0% | -0.3% | -41.7% | -41.6% |
| 6M | -13.7% | +7.4% | -21.0% | -31.4% |
| YTD | -21.9% | +13.4% | -35.3% | -48.4% |
| 1Y | -21.2% | +14.8% | -36.0% | -49.9% |
| All | -21.2% | +14.7% | -35.9% | -49.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling