+76.4%
FDS vs VOO
+315.3%
-238.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.0% |
| 7D | -8.8% | -0.4% | -8.4% | -8.5% |
| 30D | -1.4% | -1.4% | 0.0% | -0.2% |
| 3M | +13.9% | +3.7% | +10.2% | +9.9% |
| 6M | +27.4% | +13.0% | +14.4% | +13.6% |
| YTD | -2.5% | +12.4% | -14.9% | -12.6% |
| 1Y | -23.8% | +18.6% | -42.4% | -35.1% |
| 3Y | -32.5% | +78.1% | -110.5% | -60.8% |
| 5Y | -23.2% | +82.3% | -105.4% | -56.8% |
| 10Y | +76.4% | +322.5% | -246.1% | -56.4% |
| All | +76.4% | +315.3% | -238.9% | -56.4% |
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