+97.1%
FDL vs VOO
+72.0%
+25.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.7% | -0.6% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | +7.7% | -3.3% | +11.0% | +9.4% |
| 3M | +4.4% | -2.4% | +6.8% | +5.5% |
| 6M | +11.5% | +2.6% | +8.9% | +9.5% |
| YTD | +24.3% | +11.3% | +13.0% | +16.4% |
| 1Y | +29.9% | +13.4% | +16.4% | +20.2% |
| 3Y | +88.9% | +80.3% | +8.6% | +30.4% |
| 5Y | +97.1% | +72.7% | +24.4% | +33.1% |
| All | +97.1% | +72.0% | +25.1% | +33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling