+24.0%
FDIV vs VOO
+76.2%
-52.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | 0.0% | +0.9% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | +7.5% | -3.3% | +10.8% | +9.7% |
| 3M | +1.4% | -2.4% | +3.8% | +2.8% |
| 6M | +5.4% | +2.6% | +2.8% | +3.3% |
| YTD | +6.7% | +11.3% | -4.6% | -1.1% |
| 1Y | +10.0% | +13.4% | -3.5% | +0.6% |
| 3Y | +30.8% | +80.3% | -49.4% | -17.6% |
| All | +24.0% | +76.2% | -52.2% | -21.2% |
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