-25.2%
FWRD vs VOO
+777.9%
-803.0%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -2.1% |
| 7D | -5.6% | -2.7% | -2.9% | -2.0% |
| 30D | +8.3% | -5.4% | +13.6% | +16.1% |
| 3M | -6.5% | -4.1% | -2.5% | -1.4% |
| 6M | -9.4% | +0.7% | -10.1% | -10.3% |
| YTD | -33.4% | +8.7% | -42.2% | -39.0% |
| 1Y | -20.4% | +11.0% | -31.3% | -28.7% |
| 3Y | -75.1% | +75.5% | -150.5% | -85.9% |
| 5Y | -83.9% | +68.4% | -152.2% | -90.5% |
| 10Y | -57.3% | +315.7% | -373.0% | -90.7% |
| All | -25.2% | +777.9% | -803.0% | -94.3% |
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 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