-34.2%
FUN vs VOO
+12.4%
-46.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +2.3% | +5.3% | +4.8% |
| 7D | +39.2% | +0.1% | +39.1% | +36.4% |
| 30D | -5.7% | -3.3% | -2.4% | -1.9% |
| 3M | -34.3% | -2.4% | -31.9% | -32.5% |
| 6M | -51.1% | +2.6% | -53.7% | -54.0% |
| YTD | -29.9% | +11.3% | -41.1% | -43.0% |
| All | -34.2% | +12.4% | -46.6% | -46.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling