+88.3%
DFSE vs VOO
+107.6%
-19.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 7D | +2.9% | +2.6% | +0.3% | +0.7% |
| 30D | -6.4% | -2.0% | -4.4% | -4.6% |
| 3M | -9.3% | -2.8% | -6.6% | -7.0% |
| 6M | -9.6% | +2.2% | -11.8% | -10.6% |
| YTD | +7.4% | +11.5% | -4.2% | -0.6% |
| 1Y | +7.3% | +13.5% | -6.2% | -1.8% |
| 3Y | +58.1% | +78.1% | -19.9% | +3.8% |
| All | +88.3% | +107.6% | -19.3% | +10.0% |
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