+220.0%
FUTY vs VOO
+444.1%
-224.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.9% |
| 7D | -1.7% | -0.8% | -0.9% | -1.2% |
| 30D | -3.4% | -1.1% | -2.4% | -2.8% |
| 3M | -3.2% | +3.9% | -7.1% | -5.5% |
| 6M | -6.8% | +13.6% | -20.4% | -14.0% |
| YTD | +0.4% | +12.7% | -12.3% | -7.0% |
| 1Y | +2.2% | +17.6% | -15.4% | -7.9% |
| 3Y | +46.5% | +77.3% | -30.8% | +0.7% |
| 5Y | +42.7% | +84.1% | -41.4% | -5.7% |
| 10Y | +134.9% | +323.5% | -188.7% | -8.6% |
| All | +220.0% | +444.1% | -224.1% | +8.0% |
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