+69.6%
DFSV vs VOO
+97.8%
-28.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.3% |
| 7D | -1.0% | -0.4% | -0.7% | -0.7% |
| 30D | -1.6% | -1.4% | -0.2% | -0.2% |
| 3M | +4.5% | +3.7% | +0.8% | +0.5% |
| 6M | +14.5% | +13.0% | +1.5% | +0.7% |
| YTD | +21.5% | +12.4% | +9.1% | +7.4% |
| 1Y | +25.2% | +18.6% | +6.6% | +4.8% |
| 3Y | +60.3% | +78.1% | -17.7% | -11.0% |
| All | +69.6% | +97.8% | -28.2% | -12.6% |
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