+55.9%
FUN vs VOO
+777.9%
-722.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.3% | +7.9% | +7.9% |
| 7D | +33.7% | -2.7% | +36.4% | +36.4% |
| 30D | -14.0% | -5.4% | -8.6% | -9.6% |
| 3M | -36.5% | -4.1% | -32.4% | -34.0% |
| 6M | -49.2% | +0.7% | -50.0% | -50.0% |
| YTD | -34.8% | +8.7% | -43.5% | -40.1% |
| 1Y | -45.6% | +11.0% | -56.6% | -51.0% |
| 3Y | -73.3% | +75.5% | -148.7% | -84.2% |
| 5Y | -78.6% | +68.4% | -147.0% | -87.1% |
| 10Y | -77.7% | +315.7% | -393.4% | -93.5% |
| All | +55.9% | +777.9% | -722.0% | -75.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling