+19.8%
FDIV vs VOO
+78.0%
-58.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.8% |
| 7D | -2.3% | -0.4% | -2.0% | -2.1% |
| 30D | -2.0% | -1.4% | -0.7% | -1.2% |
| 3M | +0.7% | +3.7% | -3.0% | -1.8% |
| 6M | +0.3% | +13.0% | -12.8% | -7.8% |
| YTD | +3.1% | +12.4% | -9.4% | -4.9% |
| 1Y | +4.6% | +18.6% | -14.0% | -7.1% |
| All | +19.8% | +78.0% | -58.2% | -24.2% |
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