+91.8%
DFSE vs VOO
+109.1%
-17.2%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.2% | +1.4% |
| 7D | +0.6% | -0.9% | +1.5% | +1.5% |
| 30D | -6.6% | -2.3% | -4.2% | -4.5% |
| 3M | -6.0% | -1.2% | -4.8% | -4.8% |
| 6M | -9.2% | +3.3% | -12.5% | -11.1% |
| YTD | +9.4% | +12.3% | -3.0% | +0.7% |
| 1Y | +8.6% | +12.5% | -3.9% | -0.2% |
| 3Y | +60.8% | +79.2% | -18.4% | +5.0% |
| All | +91.8% | +109.1% | -17.2% | +11.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling