+2,177.2%
FAS vs VOO
+777.9%
+1,399.3%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.8% |
| 7D | +2.3% | -2.7% | +5.1% | +11.4% |
| 30D | +18.1% | -5.4% | +23.5% | +39.3% |
| 3M | -6.5% | -4.1% | -2.4% | +5.8% |
| 6M | +26.0% | +0.7% | +25.3% | +20.5% |
| YTD | +1.7% | +8.7% | -7.0% | -22.5% |
| 1Y | +14.8% | +11.0% | +3.9% | -17.8% |
| 3Y | +215.5% | +75.5% | +140.0% | -42.9% |
| 5Y | +36.1% | +68.4% | -32.2% | -66.4% |
| 10Y | +631.0% | +315.7% | +315.3% | -83.7% |
| All | +2,177.2% | +777.9% | +1,399.3% | -94.6% |
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 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