+253.0%
FAD vs VOO
+309.6%
-56.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.5% |
| 7D | +2.7% | +2.6% | +0.1% | 0.0% |
| 30D | -1.8% | -2.0% | +0.2% | +0.5% |
| 3M | -9.4% | -2.8% | -6.6% | -6.5% |
| 6M | -4.7% | +2.2% | -6.9% | -6.5% |
| YTD | +8.2% | +11.5% | -3.3% | -3.0% |
| 1Y | +11.9% | +13.5% | -1.6% | -1.5% |
| 3Y | +77.0% | +78.1% | -1.0% | -2.0% |
| 5Y | +36.7% | +73.1% | -36.5% | -21.9% |
| All | +253.0% | +309.6% | -56.7% | -21.2% |
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