+83.7%
FDIQ vs VOO
+75.5%
+8.2%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.8% |
| 7D | +1.5% | -2.7% | +4.2% | +3.9% |
| 30D | +11.4% | -5.4% | +16.8% | +17.0% |
| 3M | +6.8% | -4.1% | +10.9% | +10.6% |
| 6M | +8.0% | +0.7% | +7.2% | +6.1% |
| YTD | +24.8% | +8.7% | +16.1% | +12.9% |
| 1Y | +34.4% | +11.0% | +23.5% | +18.7% |
| 3Y | +83.7% | +75.5% | +8.2% | -16.0% |
| All | +83.7% | +75.5% | +8.2% | -16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling