+12.3%
FVR vs VOO
+36.1%
-23.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.1% |
| 7D | -1.7% | +2.6% | -4.3% | -3.2% |
| 30D | +12.0% | -2.0% | +14.0% | +13.2% |
| 3M | -4.6% | -2.8% | -1.9% | -3.2% |
| 6M | +7.6% | +2.2% | +5.4% | +5.4% |
| YTD | +31.9% | +11.5% | +20.4% | +20.6% |
| 1Y | +42.7% | +13.5% | +29.2% | +28.7% |
| All | +12.3% | +36.1% | -23.8% | -6.1% |
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