+1,025.6%
DFTX vs VOO
+313.0%
+712.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | 0.0% |
| 7D | -2.3% | -0.4% | -2.0% | -1.9% |
| 30D | -15.9% | -1.4% | -14.5% | -14.2% |
| 3M | +65.5% | +3.7% | +61.8% | +57.0% |
| 6M | +107.0% | +13.0% | +94.0% | +74.5% |
| YTD | +183.7% | +12.4% | +171.3% | +140.5% |
| 1Y | +288.8% | +18.6% | +270.2% | +207.2% |
| 3Y | +852.1% | +78.1% | +774.1% | +357.6% |
| 5Y | -0.7% | +82.3% | -82.9% | -51.8% |
| All | +1,025.6% | +313.0% | +712.6% | +103.0% |
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 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