-65.8%
FORR vs VOO
+775.2%
-841.1%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -4.4% | -2.7% | -3.2% |
| 7D | -28.6% | -4.7% | -23.9% | -25.3% |
| 30D | -22.5% | -5.9% | -16.6% | -18.2% |
| 3M | -25.2% | -4.5% | -20.7% | -22.1% |
| 6M | +40.1% | +1.9% | +38.2% | +37.5% |
| YTD | +7.1% | +8.4% | -1.3% | -0.6% |
| 1Y | +11.4% | +9.5% | +1.9% | +2.5% |
| 3Y | -63.0% | +75.3% | -138.3% | -78.1% |
| 5Y | -85.0% | +67.9% | -152.9% | -90.9% |
| 10Y | -75.0% | +314.4% | -389.4% | -92.8% |
| All | -65.8% | +775.2% | -841.1% | -95.0% |
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