+850.5%
DFTX vs VOO
+309.7%
+540.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.3% |
| 7D | -3.6% | +2.6% | -6.1% | -6.8% |
| 30D | -6.3% | -2.0% | -4.3% | -3.3% |
| 3M | -26.9% | -2.8% | -24.2% | -23.8% |
| 6M | +45.8% | +2.2% | +43.6% | +41.8% |
| YTD | +139.6% | +11.5% | +128.1% | +106.3% |
| 1Y | +175.8% | +13.5% | +162.3% | +131.9% |
| 3Y | +1,220.2% | +78.1% | +1,142.1% | +534.0% |
| 5Y | -10.5% | +73.1% | -83.7% | -53.9% |
| All | +850.5% | +309.7% | +540.9% | +74.1% |
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