+17.6%
DFGP vs VOO
+74.2%
-56.5%
-3.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.5% | +0.5% |
| 7D | +0.9% | -4.7% | +5.6% | +1.3% |
| 30D | +2.4% | -5.9% | +8.3% | +2.9% |
| 3M | -0.6% | -4.5% | +3.9% | -0.2% |
| 6M | +0.3% | +1.9% | -1.5% | +0.2% |
| YTD | +0.8% | +8.4% | -7.6% | +0.1% |
| 1Y | +0.9% | +9.5% | -8.5% | +0.2% |
| All | +17.6% | +74.2% | -56.5% | +9.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling