+271.4%
FDIS vs VOO
+317.9%
-46.5%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.7% | +0.5% |
| 7D | +2.2% | +0.1% | +2.2% | +2.2% |
| 30D | +6.7% | -3.3% | +10.0% | +10.7% |
| 3M | +0.3% | -2.4% | +2.7% | +3.0% |
| 6M | +1.7% | +2.6% | -0.9% | -1.2% |
| YTD | +3.2% | +11.3% | -8.1% | -8.2% |
| 1Y | +4.6% | +13.4% | -8.8% | -8.9% |
| 3Y | +55.5% | +80.3% | -24.8% | -17.6% |
| 5Y | +21.2% | +72.7% | -51.5% | -31.8% |
| 10Y | +271.4% | +310.0% | -38.6% | -10.8% |
| All | +271.4% | +317.9% | -46.5% | -10.8% |
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