-100.0%
DFSC vs VOO
+82.6%
-182.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.4% | -7.3% | -6.7% |
| 7D | -15.7% | +0.1% | -15.8% | -15.8% |
| 30D | +17.9% | +0.1% | +17.8% | +19.5% |
| 3M | -66.0% | +2.0% | -68.1% | -67.0% |
| 6M | -42.0% | +13.0% | -55.0% | -56.4% |
| YTD | -14.7% | +13.6% | -28.3% | -36.0% |
| 1Y | -51.5% | +20.1% | -71.6% | -68.2% |
| 3Y | -99.6% | +77.6% | -177.2% | -99.7% |
| All | -100.0% | +82.6% | -182.6% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling