+5.9%
FDCF vs VOO
+11.8%
-5.9%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.5% |
| 7D | +4.8% | +3.3% | +1.5% | +0.7% |
| 30D | -4.2% | -2.7% | -1.5% | -0.8% |
| 3M | -1.6% | -1.7% | +0.1% | +0.6% |
| 6M | +3.3% | +3.1% | +0.2% | -0.7% |
| YTD | +4.8% | +11.9% | -7.2% | -9.6% |
| 1Y | +5.9% | +12.1% | -6.2% | -8.8% |
| All | +5.9% | +11.8% | -5.9% | -8.8% |
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