+137.1%
FWD vs VOO
+98.2%
+39.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.6% |
| 7D | +4.4% | +2.6% | +1.8% | +0.4% |
| 30D | -8.9% | -2.0% | -6.9% | -5.7% |
| 3M | -15.1% | -2.8% | -12.3% | -10.9% |
| 6M | -15.4% | +2.2% | -17.5% | -17.2% |
| YTD | +10.6% | +11.5% | -0.9% | -4.5% |
| 1Y | +12.8% | +13.5% | -0.7% | -4.9% |
| 3Y | +114.9% | +78.1% | +36.8% | -2.9% |
| All | +137.1% | +98.2% | +39.0% | -7.3% |
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