-82.5%
DFSC vs VOO
+14.7%
-97.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.6% | -5.0% | -8.2% |
| 7D | -25.9% | -0.7% | -25.1% | -24.1% |
| 30D | -44.4% | -1.1% | -43.4% | -42.3% |
| 3M | -59.3% | -0.3% | -59.0% | -58.0% |
| 6M | -81.0% | +7.4% | -88.3% | -83.6% |
| YTD | -67.0% | +13.4% | -80.3% | -74.8% |
| 1Y | -82.5% | +14.8% | -97.3% | -86.9% |
| All | -82.5% | +14.7% | -97.2% | -86.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling