+14.9%
VFC vs VOO
+817.1%
-802.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.7% | +2.8% |
| 7D | -1.6% | +0.1% | -1.7% | -1.8% |
| 30D | -11.6% | +0.1% | -11.7% | -11.7% |
| 3M | -18.1% | +2.0% | -20.1% | -19.8% |
| 6M | -27.4% | +13.0% | -40.4% | -36.9% |
| YTD | -24.8% | +13.6% | -38.4% | -34.9% |
| 1Y | -8.2% | +20.1% | -28.3% | -25.5% |
| 3Y | -29.1% | +77.6% | -106.7% | -61.3% |
| 5Y | -79.2% | +82.4% | -161.6% | -88.8% |
| 10Y | -68.1% | +316.8% | -384.9% | -92.5% |
| All | +14.9% | +817.1% | -802.2% | -87.6% |
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 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