+94.6%
F vs VOO
+316.3%
-221.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.9% |
| 7D | +5.3% | +0.1% | +5.2% | +5.2% |
| 30D | +4.6% | +0.1% | +4.5% | +4.6% |
| 3M | -3.7% | +2.0% | -5.7% | -6.0% |
| 6M | +16.8% | +13.0% | +3.8% | +1.7% |
| YTD | +15.3% | +13.6% | +1.7% | -0.2% |
| 1Y | +31.0% | +20.1% | +10.9% | +6.4% |
| 3Y | +45.4% | +77.6% | -32.1% | -25.6% |
| 5Y | +54.7% | +82.4% | -27.8% | -21.6% |
| All | +94.6% | +316.3% | -221.7% | -60.6% |
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