+74.7%
FDEM vs VOO
+204.1%
-129.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.1% | -1.2% |
| 7D | +4.2% | +3.3% | +0.9% | +2.0% |
| 30D | -4.8% | -2.7% | -2.1% | -3.0% |
| 3M | -5.6% | -1.7% | -3.9% | -4.4% |
| 6M | -4.5% | +3.1% | -7.6% | -6.1% |
| YTD | +11.4% | +11.9% | -0.5% | +4.1% |
| 1Y | +11.1% | +12.1% | -1.0% | +3.7% |
| 3Y | +67.1% | +78.6% | -11.5% | +15.3% |
| 5Y | +53.3% | +73.8% | -20.5% | +6.8% |
| All | +74.7% | +204.1% | -129.4% | -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 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