+81.5%
DFUV vs VOO
+98.8%
-17.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | -1.8% | -2.0% | +0.2% | -0.2% |
| 30D | -1.2% | -1.7% | +0.4% | +0.2% |
| 3M | +6.4% | +4.7% | +1.6% | +2.2% |
| 6M | +17.1% | +12.6% | +4.5% | +5.7% |
| YTD | +22.4% | +11.8% | +10.6% | +11.1% |
| 1Y | +30.0% | +17.5% | +12.5% | +13.0% |
| 3Y | +70.8% | +77.0% | -6.2% | +3.5% |
| All | +81.5% | +98.8% | -17.2% | -2.9% |
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