+237.9%
DFIN vs VOO
+311.2%
-73.3%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.3% |
| 7D | +2.1% | +3.3% | -1.2% | -2.0% |
| 30D | +36.9% | -2.7% | +39.6% | +40.8% |
| 3M | +44.0% | -1.7% | +45.8% | +46.2% |
| 6M | +69.1% | +3.1% | +66.0% | +60.8% |
| YTD | +47.0% | +11.9% | +35.0% | +25.3% |
| 1Y | +47.2% | +12.1% | +35.1% | +25.2% |
| 3Y | +26.0% | +78.6% | -52.6% | -42.5% |
| 5Y | +36.8% | +73.8% | -37.0% | -33.9% |
| All | +237.9% | +311.2% | -73.3% | -42.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling