+83.4%
DFUS vs VOO
+87.1%
-3.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | 0.0% |
| 7D | -2.8% | -2.7% | -0.1% | -0.1% |
| 30D | -5.4% | -5.4% | 0.0% | +0.1% |
| 3M | -4.4% | -4.1% | -0.4% | -0.3% |
| 6M | +0.6% | +0.7% | -0.2% | -0.2% |
| YTD | +8.8% | +8.7% | 0.0% | -0.1% |
| 1Y | +11.0% | +11.0% | +0.1% | -0.1% |
| 3Y | +75.1% | +75.5% | -0.3% | -0.9% |
| 5Y | +65.2% | +68.4% | -3.1% | -2.4% |
| All | +83.4% | +87.1% | -3.7% | -2.5% |
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