+106.0%
DFSI vs VOO
+110.2%
-4.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.5% |
| 7D | +1.0% | +0.5% | +0.5% | +0.6% |
| 30D | -0.5% | -0.9% | +0.4% | +0.2% |
| 3M | +6.0% | +3.9% | +2.1% | +2.9% |
| 6M | +8.9% | +14.5% | -5.7% | -1.7% |
| YTD | +11.3% | +13.0% | -1.7% | +1.5% |
| 1Y | +17.9% | +19.4% | -1.6% | +3.2% |
| 3Y | +70.9% | +78.9% | -8.0% | +8.0% |
| All | +106.0% | +110.2% | -4.2% | +11.0% |
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