+937.9%
FCFS vs VOO
+817.1%
+120.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +1.1% |
| 7D | +2.9% | +0.1% | +2.8% | +2.8% |
| 30D | +8.7% | +0.1% | +8.6% | +8.7% |
| 3M | +1.6% | +2.0% | -0.4% | 0.0% |
| 6M | +16.1% | +13.0% | +3.1% | +4.2% |
| YTD | +42.4% | +13.6% | +28.8% | +27.2% |
| 1Y | +50.9% | +20.1% | +30.8% | +28.2% |
| 3Y | +154.6% | +77.6% | +77.1% | +48.9% |
| 5Y | +173.1% | +82.4% | +90.7% | +54.2% |
| 10Y | +387.7% | +316.8% | +70.8% | +24.1% |
| All | +937.9% | +817.1% | +120.8% | +16.9% |
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 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