+14.7%
FCFS vs VOO
+12.0%
+2.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -11.7% |
| 3M | -11.9% | -2.7% | -9.2% | -9.9% |
| 6M | -19.1% | +2.2% | -21.4% | -19.6% |
| YTD | +15.8% | +10.9% | +4.9% | +12.7% |
| 1Y | +14.7% | +11.3% | +3.3% | +10.9% |
| All | +14.7% | +12.0% | +2.7% | +10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling