+196.5%
FDM vs VOO
+315.9%
-119.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +1.0% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | -1.1% | +0.1% | -1.1% | -1.1% |
| 3M | +7.8% | +2.0% | +5.8% | +5.4% |
| 6M | +10.2% | +13.0% | -2.9% | -2.6% |
| YTD | +18.5% | +13.6% | +4.9% | +4.3% |
| 1Y | +25.2% | +20.1% | +5.1% | +4.4% |
| 3Y | +69.7% | +77.6% | -7.8% | -3.3% |
| 5Y | +67.9% | +82.4% | -14.5% | -7.3% |
| All | +196.5% | +315.9% | -119.4% | -27.7% |
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