+170.2%
FUNC vs VOO
+74.6%
+95.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +1.6% | +3.3% | -1.7% | 0.0% |
| 30D | +5.9% | -2.7% | +8.6% | +7.3% |
| 3M | +2.4% | -1.7% | +4.1% | +3.2% |
| 6M | +27.0% | +3.1% | +23.9% | +24.8% |
| YTD | +27.2% | +11.9% | +15.2% | +19.6% |
| 1Y | +31.3% | +12.1% | +19.3% | +23.4% |
| 3Y | +187.8% | +78.6% | +109.2% | +122.9% |
| 5Y | +170.2% | +73.8% | +96.4% | +111.6% |
| All | +170.2% | +74.6% | +95.6% | +111.6% |
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 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