+179.0%
VFMF vs VOO
+222.3%
-43.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | 0.0% |
| 7D | -1.0% | -0.8% | -0.3% | -0.3% |
| 30D | -0.3% | -1.1% | +0.8% | +0.8% |
| 3M | +6.4% | +3.9% | +2.5% | +2.3% |
| 6M | +19.4% | +13.6% | +5.7% | +4.9% |
| YTD | +24.2% | +12.7% | +11.4% | +10.0% |
| 1Y | +29.8% | +17.6% | +12.3% | +10.3% |
| 3Y | +84.4% | +77.3% | +7.1% | +4.0% |
| 5Y | +102.0% | +84.1% | +17.9% | +9.1% |
| All | +179.0% | +222.3% | -43.3% | -13.6% |
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 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