+236.7%
DFEN vs VOO
+78.5%
+158.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.2% |
| 7D | +10.4% | +2.6% | +7.8% | +3.8% |
| 30D | +12.3% | -2.0% | +14.2% | +18.9% |
| 3M | -40.7% | -2.8% | -37.9% | -35.7% |
| 6M | -25.0% | +2.2% | -27.1% | -27.8% |
| YTD | -21.2% | +11.5% | -32.7% | -38.1% |
| 1Y | -12.0% | +13.5% | -25.5% | -33.4% |
| 3Y | +236.7% | +78.1% | +158.6% | +19.1% |
| All | +236.7% | +78.5% | +158.2% | +19.1% |
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