-52.9%
DFH vs VOO
+78.5%
-131.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -2.7% |
| 7D | -14.0% | +2.6% | -16.6% | -16.8% |
| 30D | +43.7% | -2.0% | +45.7% | +47.4% |
| 3M | -28.2% | -2.8% | -25.4% | -25.2% |
| 6M | -20.6% | +2.2% | -22.8% | -22.5% |
| YTD | -37.7% | +11.5% | -49.2% | -45.5% |
| 1Y | -44.3% | +13.5% | -57.8% | -52.4% |
| 3Y | -52.9% | +78.1% | -131.0% | -80.6% |
| All | -52.9% | +78.5% | -131.4% | -80.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling