+948.6%
DFTX vs VOO
+308.8%
+639.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.3% | +4.0% | +3.1% |
| 7D | +9.0% | +0.1% | +8.9% | +9.1% |
| 30D | -4.1% | -3.3% | -0.8% | +0.9% |
| 3M | -23.3% | -2.4% | -20.9% | -20.3% |
| 6M | +60.5% | +2.6% | +57.9% | +55.3% |
| YTD | +164.3% | +11.3% | +153.0% | +128.2% |
| 1Y | +202.5% | +13.4% | +189.0% | +154.5% |
| 3Y | +1,293.3% | +80.3% | +1,213.0% | +558.0% |
| 5Y | -5.6% | +72.7% | -78.3% | -51.1% |
| All | +948.6% | +308.8% | +639.8% | +92.7% |
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