+618.5%
FAD vs VOO
+777.9%
-159.4%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +0.9% |
| 7D | -3.7% | -2.7% | -1.0% | -0.8% |
| 30D | -6.9% | -5.4% | -1.5% | -1.2% |
| 3M | -9.9% | -4.1% | -5.9% | -5.8% |
| 6M | -7.7% | +0.7% | -8.5% | -8.1% |
| YTD | +5.3% | +8.7% | -3.4% | -2.9% |
| 1Y | +7.1% | +11.0% | -3.9% | -3.3% |
| 3Y | +74.2% | +75.5% | -1.3% | -1.4% |
| 5Y | +33.6% | +68.4% | -34.8% | -20.9% |
| 10Y | +262.3% | +315.7% | -53.4% | -14.0% |
| All | +618.5% | +777.9% | -159.4% | -18.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling