+216.7%
DYNF vs VOO
+204.6%
+12.2%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | 0.0% |
| 7D | -0.4% | -0.8% | +0.4% | +0.4% |
| 30D | -0.4% | -1.1% | +0.7% | +0.7% |
| 3M | +5.5% | +3.9% | +1.6% | +1.6% |
| 6M | +16.0% | +13.6% | +2.4% | +2.3% |
| YTD | +15.3% | +12.7% | +2.5% | +2.5% |
| 1Y | +20.8% | +17.6% | +3.3% | +3.0% |
| 3Y | +95.9% | +77.3% | +18.6% | +11.8% |
| 5Y | +104.5% | +84.1% | +20.4% | +12.6% |
| All | +216.7% | +204.6% | +12.2% | +9.0% |
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