+547.9%
FDM vs VOO
+777.9%
-230.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.9% |
| 7D | -1.6% | -2.7% | +1.1% | +1.1% |
| 30D | +1.2% | -5.4% | +6.5% | +6.9% |
| 3M | -5.1% | -4.1% | -1.1% | -1.2% |
| 6M | +1.3% | +0.7% | +0.5% | 0.0% |
| YTD | +13.3% | +8.7% | +4.6% | +3.3% |
| 1Y | +22.1% | +11.0% | +11.2% | +9.0% |
| 3Y | +72.3% | +75.5% | -3.2% | -4.6% |
| 5Y | +48.2% | +68.4% | -20.2% | -15.0% |
| 10Y | +199.0% | +315.7% | -116.7% | -37.2% |
| All | +547.9% | +777.9% | -230.0% | -55.9% |
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 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