+68.1%
FIVE vs VOO
+12.5%
+55.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.1% |
| 7D | +2.4% | +3.3% | -0.8% | -0.3% |
| 30D | +15.8% | -2.7% | +18.5% | +18.2% |
| 3M | +3.8% | -1.7% | +5.5% | +5.0% |
| 6M | +18.5% | +3.1% | +15.4% | +14.5% |
| YTD | +31.2% | +11.9% | +19.3% | +15.9% |
| All | +68.1% | +12.5% | +55.5% | +46.2% |
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