-10.7%
FATE vs VOO
+314.0%
-324.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.7% |
| 7D | +2.9% | +0.5% | +2.3% | +1.9% |
| 30D | -10.7% | -0.9% | -9.8% | -9.5% |
| 3M | +30.9% | +3.9% | +27.0% | +23.4% |
| 6M | +88.0% | +14.5% | +73.4% | +52.4% |
| YTD | +155.1% | +13.0% | +142.2% | +112.9% |
| 1Y | +157.7% | +19.4% | +138.3% | +96.4% |
| 3Y | +0.8% | +78.9% | -78.1% | -59.3% |
| 5Y | -96.4% | +82.3% | -178.7% | -98.6% |
| 10Y | -10.7% | +314.2% | -324.9% | -89.3% |
| All | -10.7% | +314.0% | -324.7% | -89.3% |
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