+190.0%
FDL vs VOO
+321.7%
-131.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | -2.5% | -2.0% | -0.5% | -1.1% |
| 30D | -0.2% | -1.7% | +1.5% | +1.0% |
| 3M | +3.9% | +4.7% | -0.8% | +0.1% |
| 6M | +6.5% | +12.6% | -6.1% | -3.2% |
| YTD | +19.5% | +11.8% | +7.7% | +9.0% |
| 1Y | +23.5% | +17.5% | +6.0% | +8.2% |
| 3Y | +72.0% | +77.0% | -5.0% | +7.1% |
| 5Y | +94.7% | +82.6% | +12.1% | +16.1% |
| All | +190.0% | +321.7% | -131.7% | -15.2% |
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