+82.6%
VOO vs FTV
-3.0%
+85.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | +0.4% |
| 7D | -2.0% | -5.2% | +3.2% | +0.3% |
| 30D | -1.7% | -11.5% | +9.9% | +3.7% |
| 3M | +4.7% | -9.0% | +13.8% | +8.7% |
| 6M | +12.6% | -2.0% | +14.6% | +12.4% |
| YTD | +11.8% | -0.9% | +12.7% | +10.0% |
| 1Y | +17.5% | +14.8% | +2.7% | +6.9% |
| 3Y | +77.0% | -5.5% | +82.5% | +74.6% |
| 5Y | +82.6% | -1.9% | +84.4% | +66.9% |
| All | +82.6% | -3.0% | +85.6% | +66.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling