+114.3%
DFIN vs VOO
+318.7%
-204.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.4% |
| 7D | +3.4% | +0.5% | +2.9% | +2.7% |
| 30D | +5.1% | -0.9% | +6.1% | +6.4% |
| 3M | +35.3% | +3.9% | +31.4% | +28.4% |
| 6M | +0.4% | +14.5% | -14.2% | -16.7% |
| YTD | +6.7% | +13.0% | -6.2% | -9.4% |
| 1Y | -12.5% | +19.4% | -31.9% | -31.1% |
| 3Y | +3.3% | +78.9% | -75.6% | -52.7% |
| 5Y | +47.6% | +82.3% | -34.7% | -32.7% |
| All | +114.3% | +318.7% | -204.5% | -63.2% |
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 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