+78.1%
DFNL vs VOO
+72.0%
+6.1%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.8% | -0.4% |
| 7D | +1.0% | +0.1% | +0.9% | +0.8% |
| 30D | +5.3% | -3.3% | +8.6% | +8.1% |
| 3M | -2.1% | -2.4% | +0.3% | -0.2% |
| 6M | +10.2% | +2.6% | +7.6% | +7.4% |
| YTD | +6.0% | +11.3% | -5.3% | -3.8% |
| 1Y | +14.5% | +13.4% | +1.0% | +2.2% |
| 3Y | +104.2% | +80.3% | +23.9% | +21.2% |
| 5Y | +78.1% | +72.7% | +5.4% | +8.2% |
| All | +78.1% | +72.0% | +6.1% | +8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling