+217.6%
DFNL vs VOO
+297.3%
-79.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | -0.1% | +0.1% | -0.1% | -0.2% |
| 3M | +12.5% | +2.0% | +10.5% | +10.1% |
| 6M | +12.1% | +13.0% | -0.9% | -1.1% |
| YTD | +8.4% | +13.6% | -5.2% | -4.8% |
| 1Y | +16.7% | +20.1% | -3.4% | -3.2% |
| 3Y | +99.6% | +77.6% | +22.0% | +10.7% |
| 5Y | +93.6% | +82.4% | +11.2% | +3.7% |
| All | +217.6% | +297.3% | -79.8% | -27.4% |
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