+279.6%
FVAL vs VOO
+309.2%
-29.6%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.5% |
| 7D | -2.0% | -2.7% | +0.7% | +0.6% |
| 30D | -2.2% | -5.4% | +3.2% | +3.1% |
| 3M | -2.5% | -4.1% | +1.5% | +1.3% |
| 6M | +4.6% | +0.7% | +3.8% | +3.6% |
| YTD | +12.4% | +8.7% | +3.7% | +3.5% |
| 1Y | +17.4% | +11.0% | +6.4% | +5.9% |
| 3Y | +74.8% | +75.5% | -0.7% | +0.8% |
| 5Y | +71.4% | +68.4% | +3.1% | +2.7% |
| 10Y | +284.8% | +315.7% | -30.9% | -4.8% |
| All | +279.6% | +309.2% | -29.6% | -4.0% |
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