+187.5%
FUNC vs VOO
+79.1%
+108.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +1.6% | +3.3% | -1.7% | -0.6% |
| 30D | +5.9% | -2.7% | +8.6% | +7.8% |
| 3M | +2.4% | -1.7% | +4.1% | +3.5% |
| 6M | +27.0% | +3.1% | +23.9% | +23.8% |
| YTD | +27.2% | +11.9% | +15.2% | +16.4% |
| 1Y | +31.3% | +12.1% | +19.3% | +20.1% |
| All | +187.5% | +79.1% | +108.3% | +95.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling