+157.8%
DFEN vs VOO
+67.9%
+89.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +3.2% |
| 7D | -4.8% | -2.7% | -2.1% | +1.9% |
| 30D | +2.4% | -5.4% | +7.7% | +17.2% |
| 3M | -46.5% | -4.1% | -42.5% | -40.6% |
| 6M | -30.3% | +0.7% | -31.0% | -30.6% |
| YTD | -28.6% | +8.7% | -37.3% | -39.4% |
| 1Y | -23.6% | +11.0% | -34.5% | -37.7% |
| 3Y | +221.9% | +75.5% | +146.4% | -0.9% |
| All | +157.8% | +67.9% | +89.9% | -0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling