+37.5%
DFIN vs VOO
+67.9%
-30.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.7% |
| 7D | +0.1% | -2.7% | +2.8% | +3.2% |
| 30D | +34.5% | -5.4% | +39.9% | +42.5% |
| 3M | +38.4% | -4.1% | +42.5% | +44.2% |
| 6M | +55.9% | +0.7% | +55.1% | +52.8% |
| YTD | +43.5% | +8.7% | +34.7% | +28.2% |
| 1Y | +46.9% | +11.0% | +36.0% | +28.0% |
| 3Y | +21.4% | +75.5% | -54.0% | -40.8% |
| All | +37.5% | +67.9% | -30.4% | -26.2% |
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