+90.8%
FDEM vs VOO
+208.5%
-117.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.6% |
| 7D | +2.6% | +0.1% | +2.5% | +2.6% |
| 30D | +4.1% | +0.1% | +4.1% | +4.1% |
| 3M | 0.0% | +2.0% | -2.0% | -1.1% |
| 6M | +13.0% | +13.0% | 0.0% | +4.8% |
| YTD | +21.7% | +13.6% | +8.1% | +12.5% |
| 1Y | +31.9% | +20.1% | +11.8% | +17.7% |
| 3Y | +81.0% | +77.6% | +3.5% | +25.2% |
| 5Y | +63.1% | +82.4% | -19.3% | +9.6% |
| All | +90.8% | +208.5% | -117.7% | -12.6% |
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 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