+113.0%
F vs VOO
+777.9%
-664.9%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -1.1% |
| 7D | +1.6% | -2.7% | +4.3% | +4.7% |
| 30D | +2.6% | -5.4% | +8.0% | +9.1% |
| 3M | -8.8% | -4.1% | -4.8% | -4.5% |
| 6M | +4.6% | +0.7% | +3.9% | +3.5% |
| YTD | -1.9% | +8.7% | -10.6% | -11.2% |
| 1Y | -0.8% | +11.0% | -11.7% | -12.3% |
| 3Y | +43.5% | +75.5% | -32.0% | -27.0% |
| 5Y | -12.1% | +68.4% | -80.4% | -51.9% |
| 10Y | +83.6% | +315.7% | -232.0% | -65.7% |
| All | +113.0% | +777.9% | -664.9% | -83.5% |
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