-21.1%
FDIG vs VOO
+12.1%
-33.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -0.5% |
| 7D | 0.0% | +2.6% | -2.6% | -6.3% |
| 30D | -11.9% | -2.0% | -9.9% | -6.8% |
| 3M | -22.4% | -2.8% | -19.7% | -15.8% |
| 6M | -27.1% | +2.2% | -29.3% | -30.6% |
| YTD | -15.1% | +11.5% | -26.6% | -35.5% |
| 1Y | -21.1% | +13.5% | -34.6% | -43.0% |
| All | -21.1% | +12.1% | -33.2% | -43.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling