+48.5%
FDFF vs VOO
+78.7%
-30.2%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.5% |
| 7D | +2.5% | -2.7% | +5.2% | +5.3% |
| 30D | +4.5% | -5.4% | +9.9% | +10.4% |
| 3M | -0.6% | -4.1% | +3.4% | +3.5% |
| 6M | +8.0% | +0.7% | +7.2% | +6.9% |
| YTD | +3.0% | +8.7% | -5.8% | -5.7% |
| 1Y | +6.7% | +11.0% | -4.2% | -4.3% |
| 3Y | +50.4% | +75.5% | -25.1% | -15.6% |
| All | +48.5% | +78.7% | -30.2% | -17.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling