+211.1%
DFNL vs VOO
+290.1%
-79.1%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +1.0% |
| 7D | +1.7% | +2.6% | -0.9% | -0.8% |
| 30D | +6.4% | -2.0% | +8.4% | +8.3% |
| 3M | -2.9% | -2.8% | -0.1% | -0.4% |
| 6M | +12.6% | +2.2% | +10.5% | +9.7% |
| YTD | +6.1% | +11.5% | -5.4% | -5.3% |
| 1Y | +13.7% | +13.5% | +0.3% | -0.3% |
| 3Y | +102.6% | +78.1% | +24.5% | +11.7% |
| 5Y | +77.6% | +73.1% | +4.4% | +0.2% |
| All | +211.1% | +290.1% | -79.1% | -27.8% |
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