+187.5%
FDM vs VOO
+317.9%
-130.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.6% | -0.5% |
| 7D | -0.9% | +0.1% | -0.9% | -1.0% |
| 30D | +2.6% | -3.3% | +5.9% | +5.9% |
| 3M | -4.0% | -2.4% | -1.6% | -1.9% |
| 6M | +3.8% | +2.6% | +1.2% | +0.8% |
| YTD | +15.3% | +11.3% | +4.0% | +3.4% |
| 1Y | +23.3% | +13.4% | +9.9% | +8.5% |
| 3Y | +80.1% | +80.3% | -0.2% | +1.0% |
| 5Y | +49.8% | +72.7% | -22.9% | -12.8% |
| 10Y | +187.5% | +310.0% | -122.5% | -29.2% |
| All | +187.5% | +317.9% | -130.3% | -29.2% |
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