-82.3%
FOA vs VOO
+196.8%
-279.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -4.8% | +0.1% | -4.9% | -4.9% |
| 30D | -22.9% | +0.1% | -23.0% | -22.9% |
| 3M | -15.0% | +2.0% | -17.0% | -16.0% |
| 6M | -6.0% | +13.0% | -19.1% | -12.2% |
| YTD | -29.1% | +13.6% | -42.7% | -33.9% |
| 1Y | -38.3% | +20.1% | -58.4% | -44.1% |
| 3Y | +20.0% | +77.6% | -57.6% | -9.6% |
| 5Y | -69.6% | +82.4% | -152.0% | -77.8% |
| All | -82.3% | +196.8% | -279.1% | -87.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling