+33.8%
FDIQ vs VOO
+67.5%
-33.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.4% | +3.8% | +3.6% |
| 7D | +4.2% | -4.7% | +8.9% | +8.9% |
| 30D | +12.7% | -5.9% | +18.6% | +19.1% |
| 3M | +8.0% | -4.5% | +12.5% | +12.4% |
| 6M | +9.4% | +1.9% | +7.5% | +6.4% |
| YTD | +26.8% | +8.4% | +18.4% | +15.7% |
| 1Y | +35.4% | +9.5% | +26.0% | +22.3% |
| 3Y | +83.9% | +75.3% | +8.7% | +5.4% |
| 5Y | +33.8% | +67.9% | -34.1% | -21.5% |
| All | +33.8% | +67.5% | -33.7% | -21.5% |
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 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