+228.5%
DFEN vs VOO
+273.9%
-45.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -1.2% |
| 7D | -2.8% | +0.5% | -3.3% | -4.3% |
| 30D | -30.5% | -0.9% | -29.6% | -28.5% |
| 3M | -10.7% | +3.9% | -14.6% | -19.4% |
| 6M | -31.5% | +14.5% | -46.1% | -52.1% |
| YTD | -6.4% | +13.0% | -19.4% | -31.4% |
| 1Y | +13.8% | +19.4% | -5.7% | -27.9% |
| 3Y | +321.9% | +78.9% | +243.0% | -11.8% |
| 5Y | +284.9% | +82.3% | +202.7% | -17.0% |
| All | +228.5% | +273.9% | -45.4% | -84.5% |
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