-34.1%
DFH vs VOO
+116.5%
-150.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | -6.5% | +0.1% | -6.6% | -6.6% |
| 30D | -6.9% | +0.1% | -6.9% | -6.8% |
| 3M | -3.8% | +2.0% | -5.8% | -6.2% |
| 6M | -21.5% | +13.0% | -34.5% | -32.2% |
| YTD | -19.3% | +13.6% | -32.9% | -30.8% |
| 1Y | -51.9% | +20.1% | -72.0% | -61.6% |
| 3Y | -53.8% | +77.6% | -131.4% | -76.9% |
| 5Y | -33.7% | +82.4% | -116.1% | -67.5% |
| All | -34.1% | +116.5% | -150.6% | -70.9% |
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 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