+51.1%
DFIN vs VOO
+82.6%
-31.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.2% | +4.2% |
| 7D | +5.4% | +0.1% | +5.3% | +5.2% |
| 30D | +2.6% | +0.1% | +2.5% | +2.5% |
| 3M | +32.2% | +2.0% | +30.2% | +28.9% |
| 6M | -3.9% | +13.0% | -16.9% | -17.6% |
| YTD | +9.1% | +13.6% | -4.5% | -6.8% |
| 1Y | -9.7% | +20.1% | -29.7% | -28.1% |
| 3Y | +1.9% | +77.6% | -75.6% | -50.7% |
| All | +51.1% | +82.6% | -31.5% | -26.0% |
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