+333.7%
FCFS vs VOO
+306.9%
+26.8%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.1% |
| 7D | -5.7% | -0.6% | -5.1% | -5.3% |
| 30D | -14.2% | -3.6% | -10.5% | -11.4% |
| 3M | -11.9% | -2.7% | -9.2% | -9.8% |
| 6M | -19.1% | +2.2% | -21.4% | -20.5% |
| YTD | +15.8% | +10.9% | +4.9% | +6.2% |
| 1Y | +14.7% | +11.3% | +3.3% | +4.9% |
| 3Y | +73.8% | +76.9% | -3.1% | +4.1% |
| 5Y | +128.3% | +73.5% | +54.8% | +37.9% |
| 10Y | +333.7% | +307.7% | +26.0% | +15.1% |
| All | +333.7% | +306.9% | +26.8% | +15.1% |
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