+155.4%
FOF vs VOO
+306.9%
-151.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +1.1% | -0.6% | +1.7% | +1.5% |
| 30D | +0.5% | -3.6% | +4.2% | +3.2% |
| 3M | -7.5% | -2.7% | -4.8% | -5.8% |
| 6M | -8.0% | +2.2% | -10.3% | -9.7% |
| YTD | +0.8% | +10.9% | -10.1% | -6.8% |
| 1Y | +4.1% | +11.3% | -7.2% | -4.0% |
| 3Y | +51.3% | +76.9% | -25.6% | -1.6% |
| 5Y | +33.3% | +73.5% | -40.3% | -13.0% |
| 10Y | +155.4% | +307.7% | -152.3% | -15.6% |
| All | +155.4% | +306.9% | -151.5% | -15.6% |
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