+84.5%
FDEC vs VOO
+123.5%
-39.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.6% | +0.3% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | -1.5% | -3.3% | +1.9% | +0.6% |
| 3M | +0.3% | -2.4% | +2.7% | +1.8% |
| 6M | +3.8% | +2.6% | +1.2% | +2.0% |
| YTD | +9.0% | +11.3% | -2.3% | +1.6% |
| 1Y | +12.6% | +13.4% | -0.9% | +3.6% |
| 3Y | +56.8% | +80.3% | -23.5% | +6.1% |
| 5Y | +63.3% | +72.7% | -9.5% | +10.6% |
| All | +84.5% | +123.5% | -39.0% | +7.6% |
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 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