+72.2%
FALN vs VOO
+309.6%
-237.5%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -1.1% | +2.6% | -3.7% | -2.0% |
| 30D | -0.4% | -2.0% | +1.6% | +0.2% |
| 3M | -4.1% | -2.8% | -1.3% | -3.3% |
| 6M | -1.9% | +2.2% | -4.1% | -2.8% |
| YTD | -1.1% | +11.5% | -12.6% | -4.9% |
| 1Y | +0.2% | +13.5% | -13.3% | -4.4% |
| 3Y | +23.1% | +78.1% | -55.0% | -0.4% |
| 5Y | +13.5% | +73.1% | -59.7% | -8.1% |
| All | +72.2% | +309.6% | -237.5% | +4.0% |
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 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