+72.1%
FDLS vs VOO
+88.7%
-16.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.4% | -0.6% | -0.6% |
| 7D | -6.8% | -4.7% | -2.1% | -2.2% |
| 30D | -7.5% | -5.9% | -1.6% | -1.7% |
| 3M | -8.8% | -4.5% | -4.3% | -4.5% |
| 6M | -4.4% | +1.9% | -6.3% | -6.3% |
| YTD | +10.3% | +8.4% | +1.9% | +1.6% |
| 1Y | +12.7% | +9.5% | +3.3% | +2.9% |
| 3Y | +63.4% | +75.3% | -11.9% | -3.9% |
| All | +72.1% | +88.7% | -16.5% | -5.5% |
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