+130.1%
FDS vs VOO
+309.6%
-179.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.6% |
| 7D | +1.5% | +2.6% | -1.1% | -0.7% |
| 30D | +14.8% | -2.0% | +16.8% | +16.4% |
| 3M | +16.3% | -2.8% | +19.1% | +18.6% |
| 6M | +66.2% | +2.2% | +64.1% | +61.6% |
| YTD | +16.2% | +11.5% | +4.7% | +4.4% |
| 1Y | +21.8% | +13.5% | +8.4% | +7.7% |
| 3Y | -23.9% | +78.1% | -102.0% | -56.0% |
| 5Y | -23.1% | +73.1% | -96.3% | -54.7% |
| All | +130.1% | +309.6% | -179.5% | -44.4% |
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