+122.4%
VFMV vs VOO
+221.5%
-99.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.3% |
| 7D | -1.3% | -0.4% | -1.0% | -1.1% |
| 30D | -2.2% | -1.4% | -0.8% | -1.3% |
| 3M | +2.5% | +3.7% | -1.3% | -0.1% |
| 6M | +5.0% | +13.0% | -8.0% | -3.3% |
| YTD | +10.6% | +12.4% | -1.9% | +2.1% |
| 1Y | +11.5% | +18.6% | -7.1% | -0.7% |
| 3Y | +53.2% | +78.1% | -24.8% | +3.0% |
| 5Y | +54.8% | +82.3% | -27.5% | +1.3% |
| All | +122.4% | +221.5% | -99.2% | -2.4% |
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