+241.1%
VFH vs VOO
+325.3%
-84.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | -0.3% |
| 7D | -1.7% | -0.8% | -0.9% | -0.9% |
| 30D | -1.4% | -1.1% | -0.3% | -0.3% |
| 3M | +8.8% | +3.9% | +4.9% | +4.3% |
| 6M | +16.4% | +13.6% | +2.8% | +1.3% |
| YTD | +5.6% | +12.7% | -7.1% | -7.3% |
| 1Y | +7.5% | +17.6% | -10.1% | -9.9% |
| 3Y | +77.1% | +77.3% | -0.2% | -5.1% |
| 5Y | +67.0% | +84.1% | -17.1% | -14.6% |
| All | +241.1% | +325.3% | -84.2% | -33.0% |
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