-62.5%
FATE vs VOO
+470.3%
-532.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +3.1% |
| 7D | +2.1% | +0.1% | +1.9% | +1.8% |
| 30D | -4.6% | +0.1% | -4.7% | -4.7% |
| 3M | +12.2% | +2.0% | +10.2% | +9.6% |
| 6M | +71.0% | +13.0% | +58.0% | +43.8% |
| YTD | +153.1% | +13.6% | +139.5% | +112.4% |
| 1Y | +155.7% | +20.1% | +135.6% | +97.2% |
| 3Y | -11.7% | +77.6% | -89.3% | -61.1% |
| 5Y | -96.6% | +82.4% | -179.0% | -98.5% |
| 10Y | +4.2% | +316.8% | -312.6% | -81.6% |
| All | -62.5% | +470.3% | -532.9% | -93.7% |
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