+328.4%
FCFS vs VOO
+314.4%
+14.0%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -0.7% |
| 7D | -4.8% | -0.9% | -3.9% | -4.2% |
| 30D | -14.9% | -2.3% | -12.5% | -13.1% |
| 3M | -11.5% | -1.2% | -10.4% | -10.5% |
| 6M | -20.7% | +3.3% | -24.1% | -22.7% |
| YTD | +16.2% | +12.3% | +3.8% | +5.4% |
| 1Y | +14.2% | +12.5% | +1.7% | +3.6% |
| 3Y | +74.4% | +79.2% | -4.8% | +3.3% |
| 5Y | +127.7% | +75.7% | +52.0% | +36.1% |
| 10Y | +328.4% | +313.7% | +14.7% | +9.6% |
| All | +328.4% | +314.4% | +14.0% | +9.6% |
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