+78.4%
FOR vs VOO
+309.6%
-231.2%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.6% |
| 7D | -5.9% | +2.6% | -8.5% | -8.3% |
| 30D | -9.8% | -2.0% | -7.8% | -8.1% |
| 3M | -24.4% | -2.8% | -21.6% | -22.4% |
| 6M | -16.0% | +2.2% | -18.2% | -18.0% |
| YTD | -9.5% | +11.5% | -21.0% | -19.0% |
| 1Y | -8.9% | +13.5% | -22.4% | -20.0% |
| 3Y | -24.5% | +78.1% | -102.6% | -57.8% |
| 5Y | +1.6% | +73.1% | -71.5% | -41.5% |
| All | +78.4% | +309.6% | -231.2% | -44.6% |
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