+1,071.8%
FORM vs VOO
+325.3%
+746.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.7% | +1.1% |
| 7D | +10.6% | -0.8% | +11.4% | +12.0% |
| 30D | -10.7% | -1.1% | -9.7% | -9.1% |
| 3M | -11.7% | +3.9% | -15.6% | -15.4% |
| 6M | +25.2% | +13.6% | +11.6% | +5.4% |
| YTD | +106.1% | +12.7% | +93.4% | +76.1% |
| 1Y | +276.0% | +17.6% | +258.4% | +201.6% |
| 3Y | +256.7% | +77.3% | +179.3% | +61.8% |
| 5Y | +191.3% | +84.1% | +107.2% | +29.5% |
| All | +1,071.8% | +325.3% | +746.5% | +24.7% |
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