-99.8%
DFSC vs VOO
+75.0%
-174.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -4.4% | -1.2% | +35.1% |
| 7D | -27.6% | -4.7% | -22.9% | +5.4% |
| 30D | -46.5% | -5.9% | -40.6% | -13.1% |
| 3M | -56.9% | -4.5% | -52.4% | -39.4% |
| 6M | -84.8% | +1.9% | -86.7% | -90.5% |
| YTD | -68.8% | +8.4% | -77.2% | -91.7% |
| 1Y | -84.8% | +9.5% | -94.2% | -96.8% |
| All | -99.8% | +75.0% | -174.8% | -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