-68.4%
VFC vs VOO
+72.6%
-141.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.8% |
| 7D | +1.6% | +2.6% | -1.0% | -2.3% |
| 30D | +25.5% | -2.0% | +27.5% | +28.9% |
| 3M | +41.3% | -2.8% | +44.1% | +46.9% |
| 6M | +22.2% | +2.2% | +20.1% | +18.1% |
| YTD | +16.4% | +11.5% | +4.9% | -1.1% |
| 1Y | +38.4% | +13.5% | +24.9% | +14.7% |
| 3Y | +56.2% | +78.1% | -21.9% | -26.0% |
| All | -68.4% | +72.6% | -141.0% | -84.6% |
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