+231.7%
FORM vs VOO
+79.1%
+152.6%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.6% | +6.3% | +7.1% |
| 7D | +15.1% | +0.5% | +14.6% | +13.4% |
| 30D | -6.4% | -0.9% | -5.5% | -4.3% |
| 3M | -11.6% | +3.9% | -15.5% | -16.7% |
| 6M | +29.2% | +14.5% | +14.7% | -0.2% |
| YTD | +97.0% | +13.0% | +84.0% | +56.8% |
| 1Y | +271.1% | +19.4% | +251.7% | +162.2% |
| 3Y | +231.7% | +78.9% | +152.8% | +9.9% |
| All | +231.7% | +79.1% | +152.6% | +9.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling