+302.7%
DFEN vs VOO
+77.8%
+224.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | +0.3% |
| 7D | -9.3% | +0.1% | -9.4% | -9.4% |
| 30D | -29.6% | +0.1% | -29.6% | -29.6% |
| 3M | -13.4% | +2.0% | -15.4% | -17.3% |
| 6M | -33.9% | +13.0% | -47.0% | -50.3% |
| YTD | -3.7% | +13.6% | -17.3% | -28.0% |
| 1Y | +15.5% | +20.1% | -4.6% | -23.3% |
| All | +302.7% | +77.8% | +224.9% | +23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling