+307.9%
FFIV vs VOO
+817.1%
-509.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -5.1% | +0.1% | -5.1% | -5.1% |
| 3M | -4.5% | +2.0% | -6.5% | -6.4% |
| 6M | +36.5% | +13.0% | +23.4% | +19.5% |
| YTD | +53.0% | +13.6% | +39.4% | +33.6% |
| 1Y | +24.2% | +20.1% | +4.1% | +2.1% |
| 3Y | +137.2% | +77.6% | +59.6% | +28.4% |
| 5Y | +91.8% | +82.4% | +9.3% | +1.5% |
| 10Y | +215.2% | +316.8% | -101.7% | -37.6% |
| All | +307.9% | +817.1% | -509.2% | -74.0% |
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