+179.0%
FDD vs VOO
+321.7%
-142.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.2% |
| 7D | -1.7% | -2.0% | +0.3% | -0.1% |
| 30D | -0.4% | -1.7% | +1.2% | +0.9% |
| 3M | +9.5% | +4.7% | +4.8% | +5.5% |
| 6M | +18.2% | +12.6% | +5.6% | +7.5% |
| YTD | +20.0% | +11.8% | +8.3% | +9.9% |
| 1Y | +33.8% | +17.5% | +16.3% | +17.6% |
| 3Y | +118.1% | +77.0% | +41.1% | +35.7% |
| 5Y | +89.8% | +82.6% | +7.3% | +13.9% |
| All | +179.0% | +321.7% | -142.7% | -15.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling