+59.7%
FOR vs VOO
+775.2%
-715.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.4% | +2.3% | +3.0% |
| 7D | -2.3% | -4.7% | +2.4% | +3.3% |
| 30D | -7.0% | -5.9% | -1.1% | -0.4% |
| 3M | -17.3% | -4.5% | -12.8% | -12.9% |
| 6M | -8.3% | +1.9% | -10.2% | -10.7% |
| YTD | -0.7% | +8.4% | -9.1% | -10.1% |
| 1Y | -2.3% | +9.5% | -11.8% | -12.7% |
| 3Y | -7.6% | +75.3% | -82.8% | -53.1% |
| 5Y | +14.3% | +67.9% | -53.6% | -39.1% |
| 10Y | +121.4% | +314.4% | -193.1% | -66.4% |
| All | +59.7% | +775.2% | -715.6% | -93.2% |
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