+242.8%
FFIV vs VOO
+315.3%
-72.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.3% | +4.3% |
| 7D | +3.5% | -0.4% | +3.8% | +3.8% |
| 30D | -1.3% | -1.4% | +0.1% | 0.0% |
| 3M | +2.4% | +3.7% | -1.3% | -1.2% |
| 6M | +41.8% | +13.0% | +28.8% | +25.9% |
| YTD | +58.5% | +12.4% | +46.1% | +41.7% |
| 1Y | +24.3% | +18.6% | +5.7% | +5.5% |
| 3Y | +152.0% | +78.1% | +74.0% | +45.6% |
| 5Y | +99.1% | +82.3% | +16.9% | +13.3% |
| 10Y | +242.8% | +322.5% | -79.8% | -6.5% |
| All | +242.8% | +315.3% | -72.6% | -6.5% |
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 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