+29.6%
FUND vs VOO
+9.9%
+19.6%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.7% |
| 7D | +0.5% | -2.7% | +3.2% | +2.4% |
| 30D | +4.5% | -5.4% | +9.9% | +8.4% |
| 3M | -0.2% | -4.1% | +3.8% | +2.6% |
| 6M | +0.8% | +0.7% | 0.0% | +0.2% |
| YTD | +20.1% | +8.7% | +11.4% | +13.2% |
| 1Y | +29.6% | +11.0% | +18.6% | +19.6% |
| All | +29.6% | +9.9% | +19.6% | +19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling