+568.9%
FDL vs VOO
+817.1%
-248.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.6% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | +2.4% | +0.1% | +2.4% | +2.4% |
| 3M | +6.4% | +2.0% | +4.3% | +4.5% |
| 6M | +6.1% | +13.0% | -6.9% | -3.6% |
| YTD | +21.5% | +13.6% | +7.9% | +9.8% |
| 1Y | +24.7% | +20.1% | +4.6% | +7.9% |
| 3Y | +72.7% | +77.6% | -4.9% | +9.3% |
| 5Y | +93.9% | +82.4% | +11.5% | +18.4% |
| 10Y | +192.1% | +316.8% | -124.7% | -5.7% |
| All | +568.9% | +817.1% | -248.1% | +23.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling