+78.2%
FAI vs VOO
+30.5%
+47.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -0.7% |
| 7D | -1.3% | -2.0% | +0.7% | +2.0% |
| 30D | -1.1% | -1.7% | +0.6% | +1.7% |
| 3M | +6.1% | +4.7% | +1.3% | -1.0% |
| 6M | +35.3% | +12.6% | +22.8% | +13.8% |
| YTD | +30.9% | +11.8% | +19.1% | +11.5% |
| 1Y | +39.0% | +17.5% | +21.4% | +10.2% |
| All | +78.2% | +30.5% | +47.7% | +25.0% |
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