+209.0%
FUND vs VOO
+306.9%
-97.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.3% |
| 7D | -1.4% | -0.6% | -0.8% | -0.9% |
| 30D | +1.7% | -3.6% | +5.4% | +4.8% |
| 3M | -3.4% | -2.7% | -0.7% | -1.3% |
| 6M | +0.4% | +2.2% | -1.9% | -1.7% |
| YTD | +19.2% | +10.9% | +8.3% | +9.0% |
| 1Y | +26.7% | +11.3% | +15.3% | +15.4% |
| 3Y | +71.0% | +76.9% | -5.9% | +4.9% |
| 5Y | +58.7% | +73.5% | -14.8% | -1.9% |
| 10Y | +209.0% | +307.7% | -98.7% | -12.0% |
| All | +209.0% | +306.9% | -97.9% | -12.0% |
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