+96.8%
FDIG vs VOO
+82.4%
+14.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.6% |
| 7D | +5.2% | +0.1% | +5.1% | +5.1% |
| 30D | +8.8% | +0.1% | +8.7% | +8.8% |
| 3M | +0.1% | +2.0% | -1.9% | -3.5% |
| 6M | +22.4% | +13.0% | +9.4% | -4.9% |
| YTD | +18.9% | +13.6% | +5.3% | -7.8% |
| 1Y | +17.8% | +20.1% | -2.3% | -17.9% |
| 3Y | +156.7% | +77.6% | +79.2% | -18.5% |
| All | +96.8% | +82.4% | +14.4% | -39.3% |
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