-84.7%
FORR vs VOO
+72.0%
-156.7%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.6% | -0.9% |
| 7D | -9.6% | +0.1% | -9.7% | -9.6% |
| 30D | -21.9% | -3.3% | -18.5% | -19.8% |
| 3M | -24.2% | -2.4% | -21.8% | -22.8% |
| 6M | +29.5% | +2.6% | +26.9% | +27.0% |
| YTD | +9.6% | +11.3% | -1.7% | +1.2% |
| 1Y | +18.4% | +13.4% | +4.9% | +7.7% |
| 3Y | -61.8% | +80.3% | -142.1% | -76.0% |
| 5Y | -84.7% | +72.7% | -157.4% | -90.3% |
| All | -84.7% | +72.0% | -156.7% | -90.3% |
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