+126.9%
FFIV vs VOO
+306.9%
-180.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.2% |
| 7D | -4.2% | -0.6% | -3.6% | -3.6% |
| 30D | -33.9% | -3.6% | -30.2% | -31.4% |
| 3M | -22.6% | -2.7% | -19.9% | -20.3% |
| 6M | -10.4% | +2.2% | -12.6% | -12.1% |
| YTD | +24.3% | +10.9% | +13.4% | +12.8% |
| 1Y | +31.8% | +11.3% | +20.5% | +19.2% |
| 3Y | +99.5% | +76.9% | +22.6% | +16.2% |
| 5Y | +40.7% | +73.5% | -32.8% | -16.2% |
| 10Y | +126.9% | +307.7% | -180.8% | -41.1% |
| All | +126.9% | +306.9% | -180.0% | -41.1% |
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 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