+18.0%
FTV vs VOO
+72.6%
-54.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +3.9% | +2.6% | +1.3% | +1.3% |
| 30D | +18.7% | -2.0% | +20.6% | +20.9% |
| 3M | +10.0% | -2.8% | +12.8% | +13.0% |
| 6M | +14.6% | +2.2% | +12.4% | +11.8% |
| YTD | +23.4% | +11.5% | +11.9% | +10.1% |
| 1Y | +31.3% | +13.5% | +17.8% | +14.9% |
| 3Y | +39.8% | +78.1% | -38.3% | -23.0% |
| All | +18.0% | +72.6% | -54.6% | -34.1% |
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 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