+190.7%
DFIN vs VOO
+312.5%
-121.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.5% | -2.1% |
| 7D | -0.3% | +0.1% | -0.3% | -0.5% |
| 30D | +39.5% | -3.3% | +42.8% | +44.7% |
| 3M | +42.6% | -2.4% | +45.0% | +46.1% |
| 6M | +57.7% | +2.6% | +55.1% | +51.0% |
| YTD | +44.7% | +11.3% | +33.5% | +24.3% |
| 1Y | +47.7% | +13.4% | +34.3% | +23.7% |
| 3Y | +28.0% | +80.3% | -52.2% | -42.4% |
| 5Y | +35.1% | +72.7% | -37.6% | -34.3% |
| 10Y | +227.6% | +310.0% | -82.4% | -45.4% |
| All | +190.7% | +312.5% | -121.9% | -49.5% |
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