+88.6%
FALN vs VOO
+334.5%
-245.9%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | 0.0% | +0.5% | -0.6% | -0.2% |
| 30D | -0.3% | -0.9% | +0.6% | 0.0% |
| 3M | +1.0% | +3.9% | -2.9% | -0.4% |
| 6M | +2.5% | +14.5% | -12.1% | -2.4% |
| YTD | +2.4% | +13.0% | -10.6% | -2.1% |
| 1Y | +4.0% | +19.4% | -15.4% | -2.5% |
| 3Y | +28.0% | +78.9% | -50.9% | +3.2% |
| 5Y | +17.5% | +82.3% | -64.8% | -6.9% |
| 10Y | +76.5% | +314.2% | -237.8% | -1.9% |
| All | +88.6% | +334.5% | -245.9% | +1.8% |
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