-75.4%
FUN vs VOO
+75.1%
-150.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +1.3% | +8.0% | +7.9% |
| 7D | +40.0% | -0.9% | +40.9% | +40.5% |
| 30D | -6.9% | -2.3% | -4.5% | -4.9% |
| 3M | -30.2% | -1.2% | -29.1% | -29.5% |
| 6M | -44.9% | +3.3% | -48.2% | -47.1% |
| YTD | -27.6% | +12.3% | -40.0% | -36.1% |
| 1Y | -28.1% | +12.5% | -40.6% | -36.5% |
| 3Y | -69.9% | +79.2% | -149.1% | -82.0% |
| 5Y | -75.4% | +75.7% | -151.1% | -85.3% |
| All | -75.4% | +75.1% | -150.5% | -85.3% |
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 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