+396.3%
FUND vs VOO
+777.9%
-381.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.7% |
| 7D | +0.5% | -2.7% | +3.2% | +2.9% |
| 30D | +4.5% | -5.4% | +9.9% | +9.6% |
| 3M | -0.2% | -4.1% | +3.8% | +3.3% |
| 6M | +0.8% | +0.7% | 0.0% | -0.1% |
| YTD | +20.1% | +8.7% | +11.4% | +11.1% |
| 1Y | +29.6% | +11.0% | +18.6% | +17.8% |
| 3Y | +68.4% | +75.5% | -7.0% | +1.5% |
| 5Y | +57.9% | +68.4% | -10.5% | -2.3% |
| 10Y | +224.5% | +315.7% | -91.1% | -14.9% |
| All | +396.3% | +777.9% | -381.6% | -41.5% |
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