+496.4%
FIVE vs VOO
+314.0%
+182.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.5% |
| 7D | +3.7% | +0.5% | +3.1% | +2.8% |
| 30D | +4.0% | -0.9% | +4.9% | +5.2% |
| 3M | +36.2% | +3.9% | +32.3% | +28.6% |
| 6M | +18.0% | +14.5% | +3.5% | -2.6% |
| YTD | +34.9% | +13.0% | +21.9% | +13.6% |
| 1Y | +67.9% | +19.4% | +48.5% | +31.7% |
| 3Y | +57.3% | +78.9% | -21.6% | -26.9% |
| 5Y | +39.5% | +82.3% | -42.7% | -35.2% |
| 10Y | +496.4% | +314.2% | +182.2% | -0.4% |
| All | +496.4% | +314.0% | +182.4% | -0.4% |
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