-0.6%
DFIP vs VOO
+72.8%
-73.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | -0.4% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | +1.7% | -3.3% | +5.0% | +2.0% |
| 3M | -1.1% | -2.4% | +1.3% | -0.9% |
| 6M | -2.2% | +2.6% | -4.8% | -2.4% |
| YTD | -0.3% | +11.3% | -11.6% | -1.1% |
| 1Y | -0.6% | +13.4% | -14.0% | -1.5% |
| 3Y | +13.8% | +80.3% | -66.5% | +7.9% |
| All | -0.6% | +72.8% | -73.4% | -6.9% |
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