+216.8%
DYNF vs VOO
+205.2%
+11.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | +0.9% | +0.5% | +0.4% | +0.4% |
| 30D | -0.3% | -0.9% | +0.6% | +0.6% |
| 3M | +5.5% | +3.9% | +1.6% | +1.6% |
| 6M | +16.9% | +14.5% | +2.4% | +2.3% |
| YTD | +15.3% | +13.0% | +2.3% | +2.3% |
| 1Y | +22.3% | +19.4% | +2.8% | +2.7% |
| 3Y | +96.6% | +78.9% | +17.8% | +11.2% |
| 5Y | +103.1% | +82.3% | +20.8% | +12.9% |
| All | +216.8% | +205.2% | +11.6% | +8.8% |
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