+2,343.8%
FAS vs VOO
+817.1%
+1,526.7%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -2.0% | -1.2% |
| 7D | -0.3% | +0.1% | -0.4% | -0.5% |
| 30D | -0.9% | +0.1% | -0.9% | -1.0% |
| 3M | +34.1% | +2.0% | +32.0% | +24.1% |
| 6M | +35.9% | +13.0% | +22.9% | -8.5% |
| YTD | +9.1% | +13.6% | -4.4% | -27.0% |
| 1Y | +10.2% | +20.1% | -9.9% | -38.0% |
| 3Y | +203.0% | +77.6% | +125.5% | -46.4% |
| 5Y | +71.7% | +82.4% | -10.8% | -66.6% |
| 10Y | +595.9% | +316.8% | +279.1% | -84.3% |
| All | +2,343.8% | +817.1% | +1,526.7% | -94.9% |
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