-94.7%
FVRR vs VOO
+72.0%
-166.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.3% | -0.2% | -1.9% |
| 7D | -2.0% | +0.1% | -2.0% | -2.3% |
| 30D | -2.8% | -3.3% | +0.6% | +2.9% |
| 3M | -10.0% | -2.4% | -7.6% | -6.5% |
| 6M | -25.9% | +2.6% | -28.5% | -29.8% |
| YTD | -57.1% | +11.3% | -68.4% | -65.0% |
| 1Y | -59.4% | +13.4% | -72.9% | -68.1% |
| 3Y | -62.8% | +80.3% | -143.1% | -89.2% |
| 5Y | -94.7% | +72.7% | -167.4% | -98.2% |
| All | -94.7% | +72.0% | -166.7% | -98.2% |
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