+369.0%
FXU vs VOO
+812.0%
-443.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.4% |
| 7D | +1.6% | +0.5% | +1.0% | +1.2% |
| 30D | -1.1% | -0.9% | -0.1% | -0.5% |
| 3M | +0.5% | +3.9% | -3.4% | -2.2% |
| 6M | -4.2% | +14.5% | -18.7% | -13.0% |
| YTD | +6.7% | +13.0% | -6.3% | -2.3% |
| 1Y | +12.2% | +19.4% | -7.2% | -1.2% |
| 3Y | +68.9% | +78.9% | -10.0% | +10.7% |
| 5Y | +66.9% | +82.3% | -15.4% | +6.2% |
| 10Y | +133.4% | +314.2% | -180.9% | -19.6% |
| All | +369.0% | +812.0% | -443.0% | -12.3% |
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