+88.6%
FDEV vs VOO
+207.9%
-119.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.5% | +1.1% |
| 7D | +2.1% | -0.7% | +2.8% | +2.5% |
| 30D | +5.2% | -1.1% | +6.2% | +5.8% |
| 3M | +2.1% | -0.3% | +2.4% | +2.3% |
| 6M | +6.2% | +7.4% | -1.1% | +1.5% |
| YTD | +12.2% | +13.4% | -1.1% | +3.6% |
| 1Y | +19.9% | +14.8% | +5.1% | +9.8% |
| 3Y | +66.6% | +83.3% | -16.7% | +12.5% |
| 5Y | +46.8% | +76.1% | -29.4% | +0.7% |
| All | +88.6% | +207.9% | -119.3% | -9.3% |
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