+39.1%
FOA vs VOO
+78.5%
-39.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.4% |
| 7D | -14.8% | +2.6% | -17.4% | -17.2% |
| 30D | -2.7% | -2.0% | -0.7% | -1.2% |
| 3M | -51.4% | -2.8% | -48.6% | -50.1% |
| 6M | -45.8% | +2.2% | -48.0% | -47.4% |
| YTD | -55.2% | +11.5% | -66.7% | -60.3% |
| 1Y | -52.6% | +13.5% | -66.1% | -58.9% |
| 3Y | +39.1% | +78.1% | -39.0% | -52.8% |
| All | +39.1% | +78.5% | -39.4% | -52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling