+56.1%
FA vs VOO
+79.1%
-23.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -3.0% | -3.0% |
| 7D | +2.3% | +0.5% | +1.7% | +1.8% |
| 30D | -14.1% | -0.9% | -13.1% | -13.2% |
| 3M | +30.9% | +3.9% | +27.0% | +25.8% |
| 6M | +71.1% | +14.5% | +56.5% | +47.8% |
| YTD | +42.0% | +13.0% | +29.0% | +24.9% |
| 1Y | +27.6% | +19.4% | +8.2% | +5.2% |
| 3Y | +56.1% | +78.9% | -22.8% | -17.0% |
| All | +56.1% | +79.1% | -23.1% | -17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling