-11.8%
FATE vs VOO
+317.9%
-329.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.3% | +3.1% | +1.6% |
| 7D | -3.5% | +0.1% | -3.6% | -3.1% |
| 30D | -11.0% | -3.3% | -7.7% | -5.2% |
| 3M | -30.7% | -2.4% | -28.3% | -27.5% |
| 6M | -18.8% | +2.6% | -21.4% | -21.1% |
| YTD | +98.0% | +11.3% | +86.7% | +70.6% |
| 1Y | +81.3% | +13.4% | +67.9% | +51.7% |
| 3Y | -8.9% | +80.3% | -89.2% | -63.9% |
| 5Y | -96.8% | +72.7% | -169.5% | -98.6% |
| 10Y | -11.8% | +310.0% | -321.8% | -87.4% |
| All | -11.8% | +317.9% | -329.7% | -87.4% |
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