+317.6%
VOO vs FTV
+80.7%
+236.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -0.8% | -4.0% | +3.2% | +1.1% |
| 30D | -1.1% | -11.0% | +10.0% | +4.3% |
| 3M | +3.9% | -8.4% | +12.3% | +7.7% |
| 6M | +13.6% | -2.6% | +16.2% | +13.9% |
| YTD | +12.7% | -0.6% | +13.3% | +10.9% |
| 1Y | +17.6% | +11.0% | +6.6% | +9.3% |
| 3Y | +77.3% | -6.3% | +83.7% | +75.9% |
| 5Y | +84.1% | -1.5% | +85.7% | +74.9% |
| All | +317.6% | +80.7% | +236.9% | +211.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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