+66.9%
DFSV vs VOO
+78.8%
-11.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | +0.2% |
| 7D | -0.3% | -0.6% | +0.3% | +0.2% |
| 30D | +3.4% | -3.6% | +7.1% | +7.1% |
| 3M | -2.3% | -2.7% | +0.5% | +0.2% |
| 6M | +5.2% | +2.2% | +3.0% | +2.3% |
| YTD | +20.6% | +10.9% | +9.7% | +7.6% |
| 1Y | +26.2% | +11.3% | +14.8% | +12.0% |
| 3Y | +66.9% | +76.9% | -10.0% | -20.5% |
| All | +66.9% | +78.8% | -11.9% | -20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling