-74.3%
FUN vs VOO
+309.6%
-384.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.7% |
| 7D | +15.5% | +2.6% | +12.9% | +12.4% |
| 30D | +29.2% | -2.0% | +31.2% | +31.4% |
| 3M | -30.8% | -2.8% | -28.0% | -28.7% |
| 6M | -40.2% | +2.2% | -42.4% | -42.0% |
| YTD | -24.7% | +11.5% | -36.2% | -33.6% |
| 1Y | -23.3% | +13.5% | -36.8% | -33.6% |
| 3Y | -68.4% | +78.1% | -146.5% | -83.1% |
| 5Y | -74.1% | +73.1% | -147.3% | -85.9% |
| All | -74.3% | +309.6% | -384.0% | -93.2% |
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