-75.2%
FORR vs VOO
+309.9%
-385.1%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.2% |
| 7D | -19.8% | -2.7% | -17.1% | -17.6% |
| 30D | -20.4% | -5.4% | -15.0% | -16.1% |
| 3M | -26.4% | -4.1% | -22.3% | -23.4% |
| 6M | +45.0% | +0.7% | +44.2% | +43.6% |
| YTD | +8.7% | +8.7% | 0.0% | +0.1% |
| 1Y | +17.4% | +11.0% | +6.5% | +6.0% |
| 3Y | -63.2% | +75.5% | -138.7% | -79.1% |
| 5Y | -84.8% | +68.4% | -153.2% | -91.1% |
| All | -75.2% | +309.9% | -385.1% | -93.9% |
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 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