+44.0%
FUN vs VOO
+775.2%
-731.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.5% | -4.4% | +20.9% | +20.9% |
| 7D | +20.3% | -4.7% | +25.0% | +25.4% |
| 30D | -23.5% | -5.9% | -17.6% | -19.1% |
| 3M | -50.7% | -4.5% | -46.2% | -48.6% |
| 6M | -49.0% | +1.9% | -50.9% | -50.3% |
| YTD | -39.8% | +8.4% | -48.2% | -44.5% |
| 1Y | -54.7% | +9.5% | -64.1% | -58.6% |
| 3Y | -75.3% | +75.3% | -150.6% | -85.4% |
| 5Y | -80.3% | +67.9% | -148.1% | -88.0% |
| 10Y | -79.4% | +314.4% | -393.8% | -94.0% |
| All | +44.0% | +775.2% | -731.2% | -77.0% |
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