+15.1%
FA vs VOO
+92.2%
-77.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | -2.9% | -2.0% | -0.9% | -0.8% |
| 30D | -3.5% | -1.7% | -1.9% | -1.8% |
| 3M | +28.9% | +4.7% | +24.2% | +22.4% |
| 6M | +77.3% | +12.6% | +64.7% | +55.2% |
| YTD | +40.5% | +11.8% | +28.8% | +24.2% |
| 1Y | +29.6% | +17.5% | +12.0% | +8.0% |
| 3Y | +54.5% | +77.0% | -22.5% | -17.6% |
| 5Y | -6.0% | +82.6% | -88.6% | -50.2% |
| All | +15.1% | +92.2% | -77.1% | -42.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling