+551.7%
FDM vs VOO
+775.2%
-223.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.4% | +0.8% | +1.0% |
| 7D | -1.6% | -4.7% | +3.1% | +3.3% |
| 30D | +1.2% | -5.9% | +7.1% | +7.6% |
| 3M | -4.9% | -4.5% | -0.4% | -0.5% |
| 6M | +1.9% | +1.9% | +0.1% | -0.5% |
| YTD | +13.9% | +8.4% | +5.5% | +4.2% |
| 1Y | +21.6% | +9.5% | +12.2% | +10.0% |
| 3Y | +73.4% | +75.3% | -1.8% | -3.9% |
| 5Y | +49.1% | +67.9% | -18.8% | -14.3% |
| 10Y | +200.7% | +314.4% | -113.7% | -36.6% |
| All | +551.7% | +775.2% | -223.6% | -55.5% |
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