+86.4%
F vs VOO
+314.0%
-227.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.7% | -3.6% |
| 7D | +1.2% | +0.5% | +0.6% | +0.6% |
| 30D | +1.2% | -0.9% | +2.2% | +2.4% |
| 3M | -5.7% | +3.9% | -9.5% | -9.8% |
| 6M | +17.9% | +14.5% | +3.4% | +1.1% |
| YTD | +10.4% | +13.0% | -2.5% | -3.8% |
| 1Y | +25.3% | +19.4% | +5.9% | +2.4% |
| 3Y | +37.5% | +78.9% | -41.4% | -30.3% |
| 5Y | +46.5% | +82.3% | -35.8% | -25.6% |
| 10Y | +86.4% | +314.2% | -227.8% | -62.0% |
| All | +86.4% | +314.0% | -227.6% | -62.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling