+105.1%
FOR vs VOO
+317.9%
-212.8%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.7% | -0.6% |
| 7D | -1.8% | +0.1% | -1.9% | -2.0% |
| 30D | -6.0% | -3.3% | -2.7% | -3.0% |
| 3M | -18.7% | -2.4% | -16.3% | -16.8% |
| 6M | -12.3% | +2.6% | -14.9% | -14.8% |
| YTD | -2.2% | +11.3% | -13.4% | -12.3% |
| 1Y | -0.9% | +13.4% | -14.3% | -12.9% |
| 3Y | -16.9% | +80.3% | -97.2% | -54.2% |
| 5Y | +13.7% | +72.7% | -59.0% | -34.4% |
| 10Y | +105.1% | +310.0% | -204.9% | -36.9% |
| All | +105.1% | +317.9% | -212.8% | -36.9% |
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