+54.4%
DFIS vs VOO
+75.7%
-21.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.9% |
| 7D | -1.8% | -2.7% | +0.9% | +0.3% |
| 30D | -2.5% | -5.4% | +2.8% | +1.7% |
| 3M | -4.7% | -4.1% | -0.6% | -1.6% |
| 6M | -2.5% | +0.7% | -3.3% | -3.2% |
| YTD | +7.9% | +8.7% | -0.8% | +1.1% |
| 1Y | +15.6% | +11.0% | +4.6% | +6.6% |
| 3Y | +71.7% | +75.5% | -3.8% | +8.1% |
| All | +54.4% | +75.7% | -21.3% | -2.9% |
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 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