+564.6%
VFH vs VOO
+800.4%
-235.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | +2.3% | +2.6% | -0.3% | -0.5% |
| 30D | +7.2% | -2.0% | +9.2% | +9.3% |
| 3M | -0.3% | -2.8% | +2.4% | +2.5% |
| 6M | +14.5% | +2.2% | +12.4% | +11.2% |
| YTD | +7.6% | +11.5% | -3.9% | -5.2% |
| 1Y | +12.0% | +13.5% | -1.4% | -3.2% |
| 3Y | +83.2% | +78.1% | +5.1% | -4.8% |
| 5Y | +56.6% | +73.1% | -16.5% | -16.4% |
| 10Y | +216.2% | +310.7% | -94.5% | -37.8% |
| All | +564.6% | +800.4% | -235.8% | -52.8% |
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