+398.5%
FUNC vs VOO
+309.9%
+88.5%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | +0.2% | -2.7% | +2.9% | +1.7% |
| 30D | +6.4% | -5.4% | +11.8% | +9.6% |
| 3M | +2.0% | -4.1% | +6.1% | +4.2% |
| 6M | +23.9% | +0.7% | +23.2% | +23.1% |
| YTD | +25.8% | +8.7% | +17.1% | +19.6% |
| 1Y | +33.1% | +11.0% | +22.1% | +25.0% |
| 3Y | +193.1% | +75.5% | +117.7% | +116.5% |
| 5Y | +167.4% | +68.4% | +99.1% | +99.9% |
| All | +398.5% | +309.9% | +88.5% | +116.6% |
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