+885.8%
DFTX vs VOO
+299.4%
+586.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.3% | +9.3% | +9.2% |
| 7D | -8.4% | -2.7% | -5.7% | -4.7% |
| 30D | -5.2% | -5.4% | +0.2% | +2.7% |
| 3M | -27.9% | -4.1% | -23.8% | -23.4% |
| 6M | +42.1% | +0.7% | +41.3% | +40.6% |
| YTD | +148.5% | +8.7% | +139.7% | +121.3% |
| 1Y | +193.4% | +11.0% | +182.4% | +154.2% |
| 3Y | +1,039.4% | +75.5% | +963.9% | +458.0% |
| 5Y | -22.4% | +68.4% | -90.8% | -58.5% |
| All | +885.8% | +299.4% | +586.4% | +86.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling