+232.5%
FV vs VOO
+321.7%
-89.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.2% |
| 7D | -2.6% | -2.0% | -0.6% | -0.5% |
| 30D | -1.6% | -1.7% | +0.1% | +0.2% |
| 3M | +0.4% | +4.7% | -4.3% | -4.4% |
| 6M | +14.7% | +12.6% | +2.1% | +1.2% |
| YTD | +14.1% | +11.8% | +2.3% | +1.6% |
| 1Y | +17.3% | +17.5% | -0.3% | -1.1% |
| 3Y | +57.3% | +77.0% | -19.7% | -13.0% |
| 5Y | +56.0% | +82.6% | -26.5% | -16.7% |
| All | +232.5% | +321.7% | -89.2% | -28.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling