+22.6%
FOUR vs VOO
+163.3%
-140.7%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.3% | -2.0% |
| 7D | -7.0% | -0.4% | -6.6% | -6.4% |
| 30D | -4.7% | -1.4% | -3.3% | -2.4% |
| 3M | +7.9% | +3.7% | +4.2% | +1.6% |
| 6M | -12.9% | +13.0% | -26.0% | -28.9% |
| YTD | -34.7% | +12.4% | -47.1% | -46.1% |
| 1Y | -52.9% | +18.6% | -71.5% | -64.4% |
| 3Y | -27.0% | +78.1% | -105.0% | -72.5% |
| 5Y | -48.9% | +82.3% | -131.2% | -80.3% |
| All | +22.6% | +163.3% | -140.7% | -70.3% |
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 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