-50.2%
VFC vs VOO
+311.2%
-361.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.6% | -2.5% |
| 7D | -1.4% | +3.3% | -4.7% | -5.5% |
| 30D | +24.6% | -2.7% | +27.3% | +28.8% |
| 3M | +38.4% | -1.7% | +40.2% | +41.3% |
| 6M | +15.3% | +3.1% | +12.2% | +10.7% |
| YTD | +12.7% | +11.9% | +0.8% | -2.1% |
| 1Y | +32.7% | +12.1% | +20.6% | +15.2% |
| 3Y | +43.7% | +78.6% | -34.9% | -25.9% |
| 5Y | -69.2% | +73.8% | -143.0% | -83.5% |
| All | -50.2% | +311.2% | -361.4% | -89.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling