+534.6%
FAS vs VOO
+306.9%
+227.7%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +2.0% | +2.6% |
| 7D | +5.1% | -0.6% | +5.6% | +7.1% |
| 30D | +18.5% | -3.6% | +22.1% | +31.5% |
| 3M | -1.0% | -2.7% | +1.8% | +7.0% |
| 6M | +38.2% | +2.2% | +36.0% | +27.3% |
| YTD | +7.6% | +10.9% | -3.3% | -21.1% |
| 1Y | +18.0% | +11.3% | +6.6% | -14.4% |
| 3Y | +227.7% | +76.9% | +150.8% | -35.6% |
| 5Y | +45.8% | +73.5% | -27.7% | -63.3% |
| 10Y | +534.6% | +307.7% | +226.9% | -78.6% |
| All | +534.6% | +306.9% | +227.7% | -78.6% |
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