+77.3%
FDEM vs VOO
+205.1%
-127.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +1.2% |
| 7D | +0.6% | -0.9% | +1.5% | +1.3% |
| 30D | -4.1% | -2.3% | -1.8% | -2.5% |
| 3M | -3.1% | -1.2% | -1.9% | -2.2% |
| 6M | -5.8% | +3.3% | -9.2% | -7.5% |
| YTD | +13.1% | +12.3% | +0.8% | +5.5% |
| 1Y | +12.7% | +12.5% | +0.2% | +4.9% |
| 3Y | +69.6% | +79.2% | -9.6% | +16.8% |
| 5Y | +55.8% | +75.7% | -19.9% | +7.6% |
| All | +77.3% | +205.1% | -127.8% | -18.1% |
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