+17.0%
DFSB vs VOO
+103.4%
-86.4%
-5.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | +0.1% | +0.5% | -0.4% | +0.1% |
| 30D | -0.8% | -0.9% | +0.1% | -0.7% |
| 3M | -0.5% | +3.9% | -4.4% | -0.8% |
| 6M | -0.7% | +14.5% | -15.2% | -1.7% |
| YTD | 0.0% | +13.0% | -12.9% | -0.9% |
| 1Y | +0.5% | +19.4% | -18.9% | -0.8% |
| 3Y | +14.6% | +78.9% | -64.3% | +8.8% |
| All | +17.0% | +103.4% | -86.4% | +10.1% |
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