+426.3%
FUND vs VOO
+817.1%
-390.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.8% |
| 7D | +0.5% | +0.1% | +0.4% | +0.4% |
| 30D | +6.6% | +0.1% | +6.6% | +6.6% |
| 3M | +4.1% | +2.0% | +2.1% | +2.1% |
| 6M | +10.1% | +13.0% | -2.9% | -1.4% |
| YTD | +27.4% | +13.6% | +13.8% | +13.6% |
| 1Y | +38.7% | +20.1% | +18.6% | +17.8% |
| 3Y | +63.4% | +77.6% | -14.1% | -2.5% |
| 5Y | +82.1% | +82.4% | -0.3% | +4.9% |
| 10Y | +224.8% | +316.8% | -92.0% | -14.6% |
| All | +426.3% | +817.1% | -390.8% | -40.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling