+69.8%
DFP vs VOO
+315.3%
-245.6%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.5% |
| 7D | -1.9% | -0.4% | -1.6% | -1.7% |
| 30D | -3.7% | -1.4% | -2.3% | -2.9% |
| 3M | +0.7% | +3.7% | -3.0% | -1.5% |
| 6M | -0.2% | +13.0% | -13.3% | -7.3% |
| YTD | +1.1% | +12.4% | -11.3% | -5.8% |
| 1Y | +1.3% | +18.6% | -17.3% | -8.7% |
| 3Y | +44.7% | +78.1% | -33.4% | +0.7% |
| 5Y | +0.2% | +82.3% | -82.1% | -32.2% |
| 10Y | +69.8% | +322.5% | -252.8% | -31.0% |
| All | +69.8% | +315.3% | -245.6% | -31.0% |
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 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