+4.4%
DFNM vs VOO
+73.5%
-69.2%
-7.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | -0.9% | -2.0% | +1.1% | -0.8% |
| 30D | -1.8% | -1.7% | -0.1% | -1.8% |
| 3M | -2.2% | +4.7% | -6.9% | -2.3% |
| 6M | -2.0% | +12.6% | -14.5% | -2.2% |
| YTD | -1.0% | +11.8% | -12.7% | -1.2% |
| 1Y | +0.6% | +17.5% | -17.0% | +0.2% |
| 3Y | +8.1% | +77.0% | -68.9% | +6.5% |
| All | +4.4% | +73.5% | -69.2% | +2.4% |
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 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