+64.9%
FDEV vs VOO
+75.0%
-10.1%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.4% | +2.8% | +0.7% |
| 7D | +0.1% | -4.7% | +4.8% | +2.6% |
| 30D | +3.4% | -5.9% | +9.3% | +6.7% |
| 3M | +0.7% | -4.5% | +5.2% | +3.1% |
| 6M | +3.5% | +1.9% | +1.6% | +2.2% |
| YTD | +10.5% | +8.4% | +2.1% | +5.4% |
| 1Y | +17.2% | +9.5% | +7.7% | +11.2% |
| All | +64.9% | +75.0% | -10.1% | +15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling