-100.0%
DFNS vs VOO
+75.1%
-175.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +1.3% | +11.4% | +12.9% |
| 7D | -13.0% | -0.9% | -12.1% | -13.2% |
| 30D | -56.9% | -2.3% | -54.5% | -57.1% |
| 3M | -93.2% | -1.2% | -92.1% | -93.3% |
| 6M | -95.4% | +3.3% | -98.8% | -95.4% |
| YTD | -99.5% | +12.3% | -111.8% | -99.5% |
| 1Y | -99.6% | +12.5% | -112.1% | -99.6% |
| 3Y | -100.0% | +79.2% | -179.1% | -100.0% |
| 5Y | -100.0% | +75.7% | -175.6% | -100.0% |
| All | -100.0% | +75.1% | -175.1% | -100.0% |
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