+308.1%
DFJ vs VOO
+817.1%
-509.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | +3.1% | +0.1% | +3.1% | +3.1% |
| 3M | +9.8% | +2.0% | +7.8% | +8.3% |
| 6M | +10.6% | +13.0% | -2.4% | +2.0% |
| YTD | +21.2% | +13.6% | +7.6% | +11.3% |
| 1Y | +26.0% | +20.1% | +5.9% | +11.4% |
| 3Y | +75.9% | +77.6% | -1.7% | +17.7% |
| 5Y | +66.6% | +82.4% | -15.9% | +7.7% |
| 10Y | +146.7% | +316.8% | -170.2% | -16.9% |
| All | +308.1% | +817.1% | -509.0% | -28.4% |
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