+72.2%
DFLV vs VOO
+77.4%
-5.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +0.2% |
| 7D | -0.8% | -0.8% | 0.0% | -0.2% |
| 30D | -0.5% | -1.1% | +0.5% | +0.3% |
| 3M | +5.8% | +3.9% | +1.9% | +2.7% |
| 6M | +17.2% | +13.6% | +3.6% | +6.1% |
| YTD | +22.8% | +12.7% | +10.1% | +11.9% |
| 1Y | +28.7% | +17.6% | +11.2% | +13.4% |
| 3Y | +72.2% | +77.3% | -5.1% | +8.3% |
| All | +72.2% | +77.4% | -5.2% | +8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling