+1,113.1%
FORM vs VOO
+803.9%
+309.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.1% |
| 7D | +28.7% | +3.3% | +25.4% | +22.7% |
| 30D | -27.9% | -2.7% | -25.2% | -23.5% |
| 3M | -28.3% | -1.7% | -26.6% | -25.1% |
| 6M | -30.1% | +3.1% | -33.2% | -30.5% |
| YTD | +65.5% | +11.9% | +53.6% | +46.9% |
| 1Y | +78.8% | +12.1% | +66.7% | +58.9% |
| 3Y | +144.8% | +78.6% | +66.2% | +17.3% |
| 5Y | +116.2% | +73.8% | +42.4% | +11.4% |
| 10Y | +805.1% | +312.3% | +492.8% | +54.8% |
| All | +1,113.1% | +803.9% | +309.3% | -32.1% |
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