+247.0%
FDIS vs VOO
+314.0%
-67.0%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.3% | -0.2% |
| 7D | -0.1% | +0.5% | -0.7% | -0.7% |
| 30D | -4.7% | -0.9% | -3.8% | -3.7% |
| 3M | -0.3% | +3.9% | -4.2% | -4.4% |
| 6M | +2.6% | +14.5% | -11.9% | -11.6% |
| YTD | -2.0% | +13.0% | -14.9% | -14.3% |
| 1Y | -1.5% | +19.4% | -20.9% | -18.9% |
| 3Y | +39.2% | +78.9% | -39.7% | -25.4% |
| 5Y | +25.7% | +82.3% | -56.5% | -33.0% |
| 10Y | +247.0% | +314.2% | -67.2% | -16.3% |
| All | +247.0% | +314.0% | -67.0% | -16.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling