+154.4%
FOF vs VOO
+315.3%
-160.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.1% |
| 7D | -1.4% | -0.4% | -1.0% | -1.1% |
| 30D | -3.5% | -1.4% | -2.1% | -2.5% |
| 3M | -1.0% | +3.7% | -4.7% | -3.7% |
| 6M | -0.4% | +13.0% | -13.4% | -8.9% |
| YTD | +5.1% | +12.4% | -7.3% | -3.6% |
| 1Y | +8.3% | +18.6% | -10.3% | -4.6% |
| 3Y | +56.4% | +78.1% | -21.7% | +1.3% |
| 5Y | +38.2% | +82.3% | -44.1% | -13.1% |
| 10Y | +154.4% | +322.5% | -168.2% | -19.4% |
| All | +154.4% | +315.3% | -160.9% | -19.4% |
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