-32.8%
DFH vs VOO
+14.7%
-47.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | +1.6% | +25.2% | +24.3% |
| 7D | +31.8% | -0.7% | +32.5% | +33.2% |
| 30D | +29.7% | -1.1% | +30.7% | +31.9% |
| 3M | -10.4% | -0.3% | -10.0% | -9.6% |
| 6M | -8.8% | +7.4% | -16.1% | -17.1% |
| YTD | -25.1% | +13.4% | -38.4% | -37.5% |
| 1Y | -32.8% | +14.8% | -47.6% | -44.9% |
| All | -32.8% | +14.7% | -47.5% | -44.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling