+125.7%
FORM vs VOO
+75.1%
+50.6%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.3% | +10.6% | +9.3% |
| 7D | +12.4% | -0.9% | +13.3% | +15.9% |
| 30D | -26.5% | -2.3% | -24.1% | -21.5% |
| 3M | -20.9% | -1.2% | -19.7% | -17.5% |
| 6M | -36.7% | +3.3% | -40.1% | -37.7% |
| YTD | +71.7% | +12.3% | +59.4% | +47.0% |
| 1Y | +84.5% | +12.5% | +72.0% | +58.0% |
| 3Y | +153.9% | +79.2% | +74.7% | +6.1% |
| 5Y | +125.7% | +75.7% | +50.1% | +5.7% |
| All | +125.7% | +75.1% | +50.6% | +5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling