+82.0%
FOR vs VOO
+817.1%
-735.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +1.2% |
| 7D | -2.6% | +0.1% | -2.7% | -2.7% |
| 30D | -5.7% | +0.1% | -5.8% | -5.7% |
| 3M | -2.1% | +2.0% | -4.1% | -4.6% |
| 6M | +0.7% | +13.0% | -12.3% | -12.9% |
| YTD | +13.2% | +13.6% | -0.3% | -2.8% |
| 1Y | -1.0% | +20.1% | -21.0% | -20.5% |
| 3Y | -4.6% | +77.6% | -82.2% | -52.2% |
| 5Y | +36.5% | +82.4% | -45.9% | -34.1% |
| 10Y | +123.1% | +316.8% | -193.7% | -65.7% |
| All | +82.0% | +817.1% | -735.0% | -92.6% |
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 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