-51.5%
DFSC vs VOO
+20.9%
-72.4%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.4% | -7.3% | -6.5% |
| 7D | -15.7% | +0.1% | -15.8% | -15.8% |
| 30D | +17.9% | +0.1% | +17.8% | +19.9% |
| 3M | -66.0% | +2.0% | -68.1% | -67.1% |
| 6M | -42.0% | +13.0% | -55.0% | -56.6% |
| YTD | -14.7% | +13.6% | -28.3% | -36.6% |
| 1Y | -51.5% | +20.1% | -71.6% | -66.5% |
| All | -51.5% | +20.9% | -72.4% | -66.5% |
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