+315.6%
FOF vs VOO
+817.1%
-501.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -1.1% | +0.1% | -1.1% | -1.1% |
| 3M | -1.7% | +2.0% | -3.7% | -3.2% |
| 6M | -2.7% | +13.0% | -15.7% | -10.9% |
| YTD | +6.7% | +13.6% | -6.9% | -2.7% |
| 1Y | +10.6% | +20.1% | -9.5% | -3.1% |
| 3Y | +57.7% | +77.6% | -19.9% | +3.6% |
| 5Y | +40.2% | +82.4% | -42.3% | -10.7% |
| 10Y | +152.6% | +316.8% | -164.3% | -11.8% |
| All | +315.6% | +817.1% | -501.5% | -19.0% |
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