+391.3%
FUND vs VOO
+803.9%
-412.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.2% |
| 7D | +0.9% | +3.3% | -2.4% | -1.9% |
| 30D | +1.2% | -2.7% | +3.9% | +3.5% |
| 3M | -5.4% | -1.7% | -3.7% | -4.1% |
| 6M | -0.6% | +3.1% | -3.7% | -3.5% |
| YTD | +18.9% | +11.9% | +6.9% | +7.2% |
| 1Y | +24.5% | +12.1% | +12.4% | +12.2% |
| 3Y | +70.5% | +78.6% | -8.1% | +1.1% |
| 5Y | +56.3% | +73.8% | -17.5% | -6.0% |
| 10Y | +209.9% | +312.3% | -102.4% | -17.9% |
| All | +391.3% | +803.9% | -412.6% | -43.5% |
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