+56.2%
VFC vs VOO
+78.5%
-22.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.9% |
| 7D | +1.6% | +2.6% | -1.0% | -3.1% |
| 30D | +25.5% | -2.0% | +27.5% | +29.5% |
| 3M | +41.3% | -2.8% | +44.1% | +48.0% |
| 6M | +22.2% | +2.2% | +20.1% | +16.5% |
| YTD | +16.4% | +11.5% | +4.9% | -6.1% |
| 1Y | +38.4% | +13.5% | +24.9% | +8.0% |
| 3Y | +56.2% | +78.1% | -21.9% | -54.1% |
| All | +56.2% | +78.5% | -22.2% | -54.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling