+80.5%
DFEV vs VOO
+93.3%
-12.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.1% |
| 7D | +4.2% | +3.3% | +1.0% | +1.9% |
| 30D | -7.2% | -2.7% | -4.5% | -5.4% |
| 3M | -5.7% | -1.7% | -3.9% | -4.4% |
| 6M | -3.7% | +3.1% | -6.9% | -5.3% |
| YTD | +17.8% | +11.9% | +5.9% | +10.2% |
| 1Y | +18.1% | +12.1% | +6.0% | +10.4% |
| 3Y | +81.3% | +78.6% | +2.8% | +27.9% |
| All | +80.5% | +93.3% | -12.8% | +20.9% |
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 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