+178.2%
FDM vs VOO
+306.9%
-128.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | -0.1% | -0.6% | +0.5% | +0.5% |
| 30D | +2.4% | -3.6% | +6.1% | +6.0% |
| 3M | -3.4% | -2.7% | -0.7% | -1.0% |
| 6M | +3.6% | +2.2% | +1.4% | +0.9% |
| YTD | +15.0% | +10.9% | +4.1% | +3.5% |
| 1Y | +21.4% | +11.3% | +10.1% | +8.7% |
| 3Y | +77.2% | +76.9% | +0.3% | +1.2% |
| 5Y | +50.1% | +73.5% | -23.4% | -13.0% |
| 10Y | +178.2% | +307.7% | -129.5% | -30.9% |
| All | +178.2% | +306.9% | -128.7% | -30.9% |
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