+232.9%
FDLO vs VOO
+324.2%
-91.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | +0.3% |
| 7D | -0.5% | -0.8% | +0.3% | +0.2% |
| 30D | -1.3% | -1.1% | -0.2% | -0.5% |
| 3M | +4.7% | +3.9% | +0.9% | +1.4% |
| 6M | +8.5% | +13.6% | -5.1% | -2.5% |
| YTD | +8.8% | +12.7% | -3.9% | -1.7% |
| 1Y | +11.0% | +17.6% | -6.6% | -3.2% |
| 3Y | +48.8% | +77.3% | -28.5% | -8.8% |
| 5Y | +56.5% | +84.1% | -27.7% | -8.0% |
| All | +232.9% | +324.2% | -91.3% | -4.0% |
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