+42.6%
FDIG vs VOO
+79.8%
-37.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.7% | -2.3% |
| 7D | +4.6% | +3.3% | +1.3% | -2.6% |
| 30D | -16.1% | -2.7% | -13.4% | -10.5% |
| 3M | -20.3% | -1.7% | -18.6% | -16.5% |
| 6M | -25.9% | +3.1% | -29.0% | -29.8% |
| YTD | -13.8% | +11.9% | -25.8% | -30.6% |
| 1Y | -26.6% | +12.1% | -38.7% | -40.7% |
| 3Y | +104.2% | +78.6% | +25.6% | -35.9% |
| All | +42.6% | +79.8% | -37.2% | -54.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling