-35.7%
FATE vs VOO
+78.5%
-114.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -3.9% |
| 7D | -30.4% | +2.6% | -33.0% | -33.2% |
| 30D | -34.0% | -2.0% | -32.0% | -31.4% |
| 3M | -49.2% | -2.8% | -46.4% | -46.5% |
| 6M | -40.2% | +2.2% | -42.4% | -41.3% |
| YTD | +30.6% | +11.5% | +19.1% | +13.2% |
| 1Y | +29.3% | +13.5% | +15.8% | +9.4% |
| 3Y | -35.7% | +78.1% | -113.8% | -85.9% |
| All | -35.7% | +78.5% | -114.1% | -85.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling