-72.2%
FATE vs VOO
+445.9%
-518.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -1.0% |
| 7D | -11.5% | -2.7% | -8.8% | -7.3% |
| 30D | -14.4% | -5.4% | -9.1% | -6.3% |
| 3M | -26.1% | -4.1% | -22.0% | -20.8% |
| 6M | -19.7% | +0.7% | -20.4% | -19.6% |
| YTD | +87.8% | +8.7% | +79.0% | +69.5% |
| 1Y | +76.9% | +11.0% | +66.0% | +55.3% |
| 3Y | -26.7% | +75.5% | -102.2% | -67.2% |
| 5Y | -97.0% | +68.4% | -165.4% | -98.5% |
| 10Y | -5.6% | +315.7% | -321.3% | -82.6% |
| All | -72.2% | +445.9% | -518.1% | -95.0% |
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