+1,158.6%
FORM vs VOO
+806.9%
+351.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.3% | +10.6% | +9.8% |
| 7D | +12.4% | -0.9% | +13.3% | +15.3% |
| 30D | -26.5% | -2.3% | -24.1% | -22.4% |
| 3M | -20.9% | -1.2% | -19.7% | -18.1% |
| 6M | -36.7% | +3.3% | -40.1% | -37.3% |
| YTD | +71.7% | +12.3% | +59.4% | +51.6% |
| 1Y | +84.5% | +12.5% | +72.0% | +63.0% |
| 3Y | +153.9% | +79.2% | +74.7% | +21.0% |
| 5Y | +125.7% | +75.7% | +50.1% | +14.5% |
| 10Y | +839.0% | +313.7% | +525.3% | +59.7% |
| All | +1,158.6% | +806.9% | +351.7% | -30.0% |
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