+14.5%
FRWD vs VOO
+10.1%
+4.4%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.3% | +1.8% | +0.5% |
| 7D | -0.5% | -0.9% | +0.4% | +1.7% |
| 30D | -12.1% | -2.3% | -9.7% | -7.3% |
| 3M | -11.4% | -1.2% | -10.2% | -8.7% |
| 6M | -7.3% | +3.3% | -10.6% | -12.0% |
| All | +14.5% | +10.1% | +4.4% | -3.1% |
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