+586.4%
FDL vs VOO
+795.4%
-209.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +0.3% | -0.6% | +0.9% | +0.7% |
| 30D | +8.0% | -3.6% | +11.6% | +10.7% |
| 3M | +4.6% | -2.7% | +7.3% | +6.4% |
| 6M | +11.8% | +2.2% | +9.6% | +9.3% |
| YTD | +24.6% | +10.9% | +13.7% | +14.3% |
| 1Y | +30.2% | +11.3% | +18.9% | +18.9% |
| 3Y | +88.3% | +76.9% | +11.4% | +19.1% |
| 5Y | +96.8% | +73.5% | +23.3% | +24.5% |
| 10Y | +206.2% | +307.7% | -101.5% | +0.2% |
| All | +586.4% | +795.4% | -209.0% | +28.8% |
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