+456.5%
FUNC vs VOO
+315.9%
+140.6%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.2% |
| 7D | +2.8% | +0.1% | +2.7% | +2.7% |
| 30D | -0.8% | +0.1% | -0.9% | -0.9% |
| 3M | +12.3% | +2.0% | +10.3% | +10.9% |
| 6M | +24.5% | +13.0% | +11.4% | +16.0% |
| YTD | +20.8% | +13.6% | +7.2% | +12.3% |
| 1Y | +22.7% | +20.1% | +2.6% | +10.5% |
| 3Y | +194.3% | +77.6% | +116.7% | +115.9% |
| 5Y | +182.8% | +82.4% | +100.4% | +102.2% |
| All | +456.5% | +315.9% | +140.6% | +137.3% |
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 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