+395.4%
FUNC vs VOO
+317.9%
+77.5%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.4% | -0.3% |
| 7D | -0.6% | +0.1% | -0.6% | -0.6% |
| 30D | +8.1% | -3.3% | +11.4% | +10.1% |
| 3M | +4.3% | -2.4% | +6.7% | +5.6% |
| 6M | +22.5% | +2.6% | +19.9% | +20.5% |
| YTD | +27.0% | +11.3% | +15.8% | +19.3% |
| 1Y | +34.1% | +13.4% | +20.6% | +24.5% |
| 3Y | +189.4% | +80.3% | +109.1% | +110.6% |
| 5Y | +171.9% | +72.7% | +99.1% | +100.4% |
| 10Y | +395.4% | +310.0% | +85.4% | +111.7% |
| All | +395.4% | +317.9% | +77.5% | +111.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling