+73.5%
VOO vs DFNS
-100.0%
+173.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DFNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +12.8% | -13.2% | -0.3% |
| 7D | -0.6% | -37.0% | +36.4% | -0.6% |
| 30D | -3.6% | -63.4% | +59.7% | -3.7% |
| 3M | -2.7% | -94.1% | +91.3% | -2.8% |
| 6M | +2.2% | -96.3% | +98.6% | +2.3% |
| YTD | +10.9% | -99.6% | +110.5% | +10.7% |
| 1Y | +11.3% | -99.7% | +111.0% | +11.1% |
| 3Y | +76.9% | -100.0% | +176.9% | +75.3% |
| 5Y | +73.5% | -100.0% | +173.5% | +84.9% |
| All | +73.5% | -100.0% | +173.5% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DFNS.
Daily Out/Under-Performance
Portfolio return minus DFNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DFNS 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 5y: compounded portfolio wealth divided by compounded DFNS 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…
5y analysis · Full analysis span regression · 6 months rolling