+78.0%
FATE vs VOO
+12.4%
+65.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.3% | +3.1% | +0.2% |
| 7D | -3.5% | +0.1% | -3.6% | -3.0% |
| 30D | -11.0% | -3.3% | -7.7% | -3.5% |
| 3M | -30.7% | -2.4% | -28.3% | -26.4% |
| 6M | -18.8% | +2.6% | -21.4% | -22.0% |
| YTD | +98.0% | +11.3% | +86.7% | +61.1% |
| All | +78.0% | +12.4% | +65.6% | +43.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling