-83.8%
FOA vs VOO
+192.1%
-275.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.6% |
| 7D | -9.3% | -2.0% | -7.3% | -8.2% |
| 30D | -27.4% | -1.7% | -25.7% | -26.6% |
| 3M | -19.2% | +4.7% | -23.9% | -21.3% |
| 6M | -11.1% | +12.6% | -23.6% | -16.7% |
| YTD | -35.4% | +11.8% | -47.1% | -39.1% |
| 1Y | -39.0% | +17.5% | -56.6% | -44.1% |
| 3Y | +23.2% | +77.0% | -53.8% | -6.8% |
| 5Y | -69.3% | +82.6% | -151.9% | -77.4% |
| All | -83.8% | +192.1% | -275.9% | -88.5% |
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