+65.1%
DFIS vs VOO
+82.5%
-17.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.1% |
| 7D | +1.2% | +0.5% | +0.7% | +0.8% |
| 30D | +0.8% | -0.9% | +1.7% | +1.5% |
| 3M | +6.4% | +3.9% | +2.5% | +3.3% |
| 6M | +9.3% | +14.5% | -5.2% | -1.6% |
| YTD | +15.4% | +13.0% | +2.4% | +5.0% |
| 1Y | +21.9% | +19.4% | +2.5% | +6.2% |
| 3Y | +78.2% | +78.9% | -0.7% | +10.7% |
| All | +65.1% | +82.5% | -17.4% | +0.8% |
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