+274.0%
DFJ vs VOO
+777.9%
-503.8%
-40.0%
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 | -4.7% | -2.7% | -2.0% | -2.9% |
| 30D | -8.8% | -5.4% | -3.5% | -5.4% |
| 3M | -5.6% | -4.1% | -1.5% | -3.0% |
| 6M | +1.2% | +0.7% | +0.5% | +0.7% |
| YTD | +11.1% | +8.7% | +2.4% | +5.0% |
| 1Y | +17.8% | +11.0% | +6.8% | +9.8% |
| 3Y | +64.0% | +75.5% | -11.5% | +10.6% |
| 5Y | +59.9% | +68.4% | -8.5% | +9.4% |
| 10Y | +112.8% | +315.7% | -202.8% | -28.5% |
| All | +274.0% | +777.9% | -503.8% | -32.4% |
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