+78.9%
VOO vs F
+41.2%
+37.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.7% | +0.2% |
| 7D | +0.5% | +1.2% | -0.6% | +0.3% |
| 30D | -0.9% | +1.2% | -2.2% | -1.2% |
| 3M | +3.9% | -5.7% | +9.5% | +4.8% |
| 6M | +14.5% | +17.9% | -3.4% | +10.1% |
| YTD | +13.0% | +10.4% | +2.5% | +9.8% |
| 1Y | +19.4% | +25.3% | -5.9% | +12.8% |
| 3Y | +78.9% | +37.5% | +41.4% | +61.1% |
| All | +78.9% | +41.2% | +37.6% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside F.
Daily Out/Under-Performance
Portfolio return minus F return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × F 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 3y: compounded portfolio wealth divided by compounded F 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…
3y analysis · Full analysis span regression · 6 months rolling