+26.8%
FF vs VOO
+77.8%
-51.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | +6.5% | +0.1% | +6.4% | +6.3% |
| 3M | +20.6% | +2.0% | +18.6% | +18.9% |
| 6M | +20.3% | +13.0% | +7.3% | +11.6% |
| YTD | +67.9% | +13.6% | +54.4% | +55.1% |
| 1Y | +39.1% | +20.1% | +19.0% | +24.0% |
| All | +26.8% | +77.8% | -51.0% | -9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling