+89.9%
DFUS vs VOO
+93.3%
-3.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | 0.0% |
| 7D | -0.7% | -0.9% | +0.2% | +0.2% |
| 30D | -2.0% | -2.3% | +0.3% | +0.4% |
| 3M | -1.4% | -1.2% | -0.2% | -0.2% |
| 6M | +3.6% | +3.3% | +0.3% | +0.2% |
| YTD | +12.6% | +12.3% | +0.3% | +0.1% |
| 1Y | +12.8% | +12.5% | +0.3% | +0.1% |
| 3Y | +79.5% | +79.2% | +0.3% | -0.5% |
| 5Y | +72.9% | +75.7% | -2.8% | -2.2% |
| All | +89.9% | +93.3% | -3.3% | -2.3% |
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