+113.0%
DFSE vs VOO
+111.4%
+1.6%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.5% |
| 7D | +2.0% | +0.1% | +1.9% | +1.9% |
| 30D | +4.6% | +0.1% | +4.5% | +4.6% |
| 3M | +0.8% | +2.0% | -1.2% | -0.7% |
| 6M | +14.6% | +13.0% | +1.6% | +4.6% |
| YTD | +21.4% | +13.6% | +7.8% | +10.5% |
| 1Y | +29.3% | +20.1% | +9.2% | +13.1% |
| 3Y | +73.1% | +77.6% | -4.4% | +13.2% |
| All | +113.0% | +111.4% | +1.6% | +22.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling