+10.9%
FUTU vs VOO
+81.6%
-70.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | +0.1% |
| 7D | -1.1% | -0.4% | -0.8% | -0.5% |
| 30D | +7.4% | -1.4% | +8.8% | +9.8% |
| 3M | +27.9% | +3.7% | +24.1% | +20.9% |
| 6M | -17.2% | +13.0% | -30.2% | -30.9% |
| YTD | -27.8% | +12.4% | -40.2% | -39.1% |
| 1Y | -36.9% | +18.6% | -55.5% | -50.5% |
| 3Y | +109.5% | +78.1% | +31.5% | -7.4% |
| 5Y | +10.9% | +82.3% | -71.4% | -47.6% |
| All | +10.9% | +81.6% | -70.7% | -47.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling