+263.8%
FDIS vs VOO
+311.2%
-47.4%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.2% |
| 7D | +2.2% | +3.3% | -1.1% | -1.4% |
| 30D | +6.4% | -2.7% | +9.1% | +9.6% |
| 3M | +1.2% | -1.7% | +2.9% | +3.1% |
| 6M | +2.9% | +3.1% | -0.2% | -0.5% |
| YTD | +2.5% | +11.9% | -9.5% | -9.5% |
| 1Y | +3.1% | +12.1% | -9.0% | -9.1% |
| 3Y | +52.0% | +78.6% | -26.6% | -18.6% |
| 5Y | +21.0% | +73.8% | -52.8% | -32.4% |
| All | +263.8% | +311.2% | -47.4% | -13.7% |
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