-24.9%
DFH vs VOO
+67.9%
-92.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.9% |
| 7D | +26.7% | -2.7% | +29.4% | +31.4% |
| 30D | +30.5% | -5.4% | +35.9% | +40.3% |
| 3M | -11.6% | -4.1% | -7.5% | -6.4% |
| 6M | -15.4% | +0.7% | -16.1% | -15.8% |
| YTD | -27.5% | +8.7% | -36.2% | -34.4% |
| 1Y | -33.8% | +11.0% | -44.8% | -41.6% |
| 3Y | -44.2% | +75.5% | -119.7% | -72.4% |
| All | -24.9% | +67.9% | -92.8% | -60.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling