-76.0%
FORR vs VOO
+311.2%
-387.2%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.6% | +1.5% |
| 7D | +5.2% | +3.3% | +1.9% | +2.1% |
| 30D | -22.9% | -2.7% | -20.2% | -20.8% |
| 3M | -20.6% | -1.7% | -18.9% | -19.3% |
| 6M | +43.6% | +3.1% | +40.5% | +39.2% |
| YTD | +12.7% | +11.9% | +0.7% | +1.0% |
| 1Y | +15.1% | +12.1% | +3.0% | +3.0% |
| 3Y | -61.8% | +78.6% | -140.4% | -78.6% |
| 5Y | -84.2% | +73.8% | -158.0% | -91.0% |
| All | -76.0% | +311.2% | -387.2% | -94.1% |
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 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