+762.7%
FCFS vs VOO
+775.2%
-12.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.4% | +1.4% | +0.8% |
| 7D | -0.1% | -4.7% | +4.6% | +4.0% |
| 30D | -11.9% | -5.9% | -6.1% | -7.1% |
| 3M | -9.6% | -4.5% | -5.1% | -5.9% |
| 6M | -16.2% | +1.9% | -18.1% | -17.4% |
| YTD | +18.4% | +8.4% | +10.0% | +10.2% |
| 1Y | +16.7% | +9.5% | +7.2% | +7.7% |
| 3Y | +77.8% | +75.3% | +2.6% | +5.3% |
| 5Y | +131.2% | +67.9% | +63.4% | +41.1% |
| 10Y | +371.2% | +314.4% | +56.8% | +20.2% |
| All | +762.7% | +775.2% | -12.5% | +1.3% |
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