+190.2%
FUNC vs VOO
+82.6%
+107.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.1% |
| 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% | +11.1% |
| 6M | +24.5% | +13.0% | +11.4% | +16.6% |
| YTD | +20.8% | +13.6% | +7.2% | +12.9% |
| 1Y | +22.7% | +20.1% | +2.6% | +11.4% |
| 3Y | +194.3% | +77.6% | +116.7% | +127.7% |
| All | +190.2% | +82.6% | +107.6% | +120.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling