+61.2%
FIVE vs VOO
+14.7%
+46.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.6% | +5.1% | +5.4% |
| 7D | +7.5% | -0.7% | +8.2% | +8.1% |
| 30D | +16.7% | -1.1% | +17.8% | +17.6% |
| 3M | +13.4% | -0.3% | +13.7% | +13.5% |
| 6M | +9.0% | +7.4% | +1.7% | +0.6% |
| YTD | +33.8% | +13.4% | +20.4% | +16.1% |
| 1Y | +61.2% | +14.8% | +46.4% | +37.6% |
| All | +61.2% | +14.7% | +46.5% | +37.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling