+504.0%
FFIN vs VOO
+817.1%
-313.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -5.3% | +0.1% | -5.4% | -5.4% |
| 3M | +4.1% | +2.0% | +2.0% | +1.3% |
| 6M | +11.2% | +13.0% | -1.9% | -3.4% |
| YTD | +13.4% | +13.6% | -0.2% | -2.0% |
| 1Y | -8.0% | +20.1% | -28.1% | -25.3% |
| 3Y | +22.0% | +77.6% | -55.5% | -35.8% |
| 5Y | -21.0% | +82.4% | -103.4% | -60.2% |
| 10Y | +119.2% | +316.8% | -197.6% | -59.9% |
| All | +504.0% | +817.1% | -313.1% | -65.1% |
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