+74.9%
FA vs VOO
+14.7%
+60.2%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.6% | +1.4% | +2.2% |
| 7D | +7.0% | -0.7% | +7.7% | +7.3% |
| 30D | +22.3% | -1.1% | +23.4% | +22.9% |
| 3M | +8.9% | -0.3% | +9.2% | +9.1% |
| 6M | +77.5% | +7.4% | +70.1% | +69.5% |
| YTD | +54.6% | +13.4% | +41.3% | +43.2% |
| 1Y | +74.9% | +14.8% | +60.1% | +61.3% |
| All | +74.9% | +14.7% | +60.2% | +61.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling