+72.2%
FDLS vs VOO
+89.3%
-17.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.3% |
| 7D | -5.0% | -2.7% | -2.3% | -2.3% |
| 30D | -6.7% | -5.4% | -1.4% | -1.4% |
| 3M | -8.3% | -4.1% | -4.3% | -4.5% |
| 6M | -5.1% | +0.7% | -5.8% | -5.9% |
| YTD | +10.3% | +8.7% | +1.6% | +1.4% |
| 1Y | +14.7% | +11.0% | +3.7% | +3.3% |
| 3Y | +64.7% | +75.5% | -10.8% | -3.3% |
| All | +72.2% | +89.3% | -17.1% | -5.8% |
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 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