+74.8%
FCFS vs VOO
+75.5%
-0.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.2% |
| 7D | +2.4% | -2.7% | +5.1% | +3.8% |
| 30D | -11.4% | -5.4% | -6.0% | -8.8% |
| 3M | -9.5% | -4.1% | -5.5% | -7.5% |
| 6M | -17.7% | +0.7% | -18.4% | -17.6% |
| YTD | +17.2% | +8.7% | +8.5% | +13.7% |
| 1Y | +15.7% | +11.0% | +4.7% | +11.2% |
| 3Y | +74.8% | +75.5% | -0.7% | +23.6% |
| All | +74.8% | +75.5% | -0.7% | +23.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling