-99.9%
DFNS vs VOO
+154.6%
-254.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.2% | +1.4% |
| 7D | -3.3% | -2.0% | -1.4% | -3.7% |
| 30D | -73.1% | -1.7% | -71.4% | -73.2% |
| 3M | -71.4% | +4.7% | -76.1% | -70.9% |
| 6M | -93.8% | +12.6% | -106.4% | -93.6% |
| YTD | -98.0% | +11.8% | -109.8% | -98.0% |
| 1Y | -98.2% | +17.5% | -115.7% | -98.1% |
| 3Y | -99.9% | +77.0% | -176.9% | -99.9% |
| 5Y | -99.9% | +82.6% | -182.4% | -99.9% |
| All | -99.9% | +154.6% | -254.5% | -99.8% |
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