+73.7%
FDEM vs VOO
+201.2%
-127.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.5% |
| 7D | -0.8% | -0.6% | -0.2% | -0.4% |
| 30D | -6.5% | -3.6% | -2.9% | -4.1% |
| 3M | -4.7% | -2.7% | -2.0% | -2.8% |
| 6M | -7.6% | +2.2% | -9.9% | -8.6% |
| YTD | +10.8% | +10.9% | -0.1% | +4.2% |
| 1Y | +10.6% | +11.3% | -0.7% | +3.7% |
| 3Y | +66.1% | +76.9% | -10.8% | +15.3% |
| 5Y | +54.5% | +73.5% | -19.1% | +7.6% |
| All | +73.7% | +201.2% | -127.6% | -19.1% |
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