+89.0%
FDIG vs VOO
+79.5%
+9.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -0.4% |
| 7D | -4.2% | -2.0% | -2.2% | +0.2% |
| 30D | +7.6% | -1.7% | +9.2% | +11.9% |
| 3M | +6.7% | +4.7% | +2.0% | -3.4% |
| 6M | +22.0% | +12.6% | +9.5% | -4.3% |
| YTD | +14.2% | +11.8% | +2.4% | -8.2% |
| 1Y | +3.1% | +17.5% | -14.4% | -24.6% |
| 3Y | +150.8% | +77.0% | +73.9% | -19.7% |
| All | +89.0% | +79.5% | +9.5% | -39.5% |
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 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