+70.9%
DFVX vs VOO
+85.3%
-14.4%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.1% |
| 7D | -0.5% | -0.4% | -0.1% | -0.2% |
| 30D | -1.7% | -1.4% | -0.3% | -0.6% |
| 3M | +4.0% | +3.7% | +0.2% | +0.7% |
| 6M | +11.2% | +13.0% | -1.8% | 0.0% |
| YTD | +14.5% | +12.4% | +2.1% | +3.4% |
| 1Y | +18.9% | +18.6% | +0.4% | +2.5% |
| All | +70.9% | +85.3% | -14.4% | -0.7% |
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