+46.3%
FV vs VOO
+74.6%
-28.3%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +4.8% | +3.3% | +1.5% | +1.3% |
| 30D | -2.4% | -2.7% | +0.3% | +0.5% |
| 3M | -0.8% | -1.7% | +0.9% | +1.0% |
| 6M | +4.4% | +3.1% | +1.3% | +1.2% |
| YTD | +15.6% | +11.9% | +3.6% | +2.9% |
| 1Y | +17.7% | +12.1% | +5.6% | +4.7% |
| 3Y | +64.2% | +78.6% | -14.4% | -8.0% |
| 5Y | +46.3% | +73.8% | -27.5% | -14.9% |
| All | +46.3% | +74.6% | -28.3% | -14.9% |
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