+78.7%
DFEV vs VOO
+91.5%
-12.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.9% |
| 7D | -1.3% | -0.6% | -0.7% | -0.8% |
| 30D | -9.0% | -3.6% | -5.4% | -6.6% |
| 3M | -4.9% | -2.7% | -2.2% | -3.0% |
| 6M | -6.9% | +2.2% | -9.2% | -7.8% |
| YTD | +16.7% | +10.9% | +5.8% | +9.8% |
| 1Y | +17.4% | +11.3% | +6.1% | +10.2% |
| 3Y | +79.6% | +76.9% | +2.7% | +27.5% |
| All | +78.7% | +91.5% | -12.8% | +20.5% |
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