+291.4%
FOF vs VOO
+798.5%
-507.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.9% | -0.2% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | +0.2% | -3.3% | +3.5% | +2.6% |
| 3M | -7.2% | -2.4% | -4.8% | -5.7% |
| 6M | -8.3% | +2.6% | -10.9% | -10.1% |
| YTD | +0.5% | +11.3% | -10.8% | -7.1% |
| 1Y | +4.3% | +13.4% | -9.1% | -4.9% |
| 3Y | +50.6% | +80.3% | -29.7% | -2.2% |
| 5Y | +31.0% | +72.7% | -41.7% | -13.2% |
| 10Y | +151.5% | +310.0% | -158.5% | -11.2% |
| All | +291.4% | +798.5% | -507.1% | -22.7% |
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