+78.3%
FDLS vs VOO
+93.7%
-15.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.3% | +1.2% | +1.2% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | -3.9% | -3.3% | -0.6% | -0.6% |
| 3M | -5.7% | -2.4% | -3.3% | -3.3% |
| 6M | -1.1% | +2.6% | -3.7% | -3.6% |
| YTD | +14.3% | +11.3% | +3.0% | +2.6% |
| 1Y | +18.5% | +13.4% | +5.1% | +4.4% |
| 3Y | +73.6% | +80.3% | -6.7% | -0.7% |
| All | +78.3% | +93.7% | -15.4% | -4.6% |
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