+58.7%
DFIS vs VOO
+79.8%
-21.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.3% | +0.4% | +0.9% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | -0.4% | -3.3% | +2.9% | +2.2% |
| 3M | -3.2% | -2.4% | -0.8% | -1.4% |
| 6M | -0.4% | +2.6% | -3.0% | -2.4% |
| YTD | +10.9% | +11.3% | -0.4% | +2.0% |
| 1Y | +18.0% | +13.4% | +4.6% | +7.0% |
| 3Y | +78.0% | +80.3% | -2.3% | +9.7% |
| All | +58.7% | +79.8% | -21.1% | -2.0% |
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 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