-50.3%
FORR vs VOO
+817.1%
-867.4%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.7% |
| 7D | +2.2% | +0.1% | +2.1% | +2.1% |
| 30D | +8.8% | +0.1% | +8.7% | +8.7% |
| 3M | +78.7% | +2.0% | +76.7% | +75.2% |
| 6M | +103.0% | +13.0% | +90.0% | +81.4% |
| YTD | +55.8% | +13.6% | +42.2% | +38.7% |
| 1Y | +30.3% | +20.1% | +10.2% | +10.3% |
| 3Y | -58.8% | +77.6% | -136.3% | -75.8% |
| 5Y | -74.1% | +82.4% | -156.5% | -85.3% |
| 10Y | -68.2% | +316.8% | -385.0% | -90.9% |
| All | -50.3% | +817.1% | -867.4% | -93.0% |
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