+141.8%
FUN vs VOO
+817.1%
-675.3%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.6% |
| 7D | -4.4% | +0.1% | -4.5% | -4.4% |
| 30D | -17.3% | +0.1% | -17.3% | -17.2% |
| 3M | -26.9% | +2.0% | -28.9% | -28.5% |
| 6M | -7.3% | +13.0% | -20.3% | -18.1% |
| YTD | +1.1% | +13.6% | -12.5% | -10.7% |
| 1Y | -39.4% | +20.1% | -59.4% | -49.2% |
| 3Y | -60.9% | +77.6% | -138.4% | -77.1% |
| 5Y | -62.6% | +82.4% | -145.0% | -79.0% |
| 10Y | -65.0% | +316.8% | -381.8% | -89.9% |
| All | +141.8% | +817.1% | -675.3% | -63.0% |
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