+5.9%
DFNM vs VOO
+73.2%
-67.3%
-7.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | -0.1% |
| 7D | -0.7% | +2.6% | -3.2% | -0.7% |
| 30D | +2.1% | -2.0% | +4.1% | +2.1% |
| 3M | -0.5% | -2.8% | +2.2% | -0.5% |
| 6M | -0.3% | +2.2% | -2.5% | -0.4% |
| YTD | +0.5% | +11.5% | -11.1% | +0.2% |
| 1Y | +0.9% | +13.5% | -12.6% | +0.6% |
| 3Y | +9.7% | +78.1% | -68.4% | +8.0% |
| All | +5.9% | +73.2% | -67.3% | +3.9% |
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