-99.6%
DFSC vs VOO
+77.8%
-177.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.4% | -7.3% | -4.1% |
| 7D | -15.7% | +0.1% | -15.8% | -16.7% |
| 30D | +17.9% | +0.1% | +17.8% | +21.7% |
| 3M | -66.0% | +2.0% | -68.1% | -73.7% |
| 6M | -42.0% | +13.0% | -55.0% | -86.3% |
| YTD | -14.7% | +13.6% | -28.3% | -81.7% |
| 1Y | -51.5% | +20.1% | -71.6% | -95.3% |
| All | -99.6% | +77.8% | -177.4% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling