+328.8%
VOO vs FTV
+127.6%
+201.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +2.6% | +3.9% | -1.3% | +0.8% |
| 30D | -2.0% | +18.7% | -20.6% | -9.4% |
| 3M | -2.8% | +10.0% | -12.8% | -7.2% |
| 6M | +2.2% | +14.6% | -12.4% | -4.8% |
| YTD | +11.5% | +23.4% | -11.9% | -0.8% |
| 1Y | +13.5% | +31.3% | -17.8% | -2.1% |
| 3Y | +78.1% | +39.8% | +38.3% | +46.0% |
| 5Y | +73.1% | +17.7% | +55.5% | +51.6% |
| 10Y | +310.7% | +110.2% | +200.5% | +177.7% |
| All | +328.8% | +127.6% | +201.2% | +187.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling