+130.2%
FDS vs VOO
+314.4%
-184.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.3% | +1.4% | +1.7% |
| 7D | -2.1% | -0.9% | -1.2% | -1.6% |
| 30D | +16.0% | -2.3% | +18.4% | +17.9% |
| 3M | +18.8% | -1.2% | +20.0% | +19.5% |
| 6M | +54.1% | +3.3% | +50.8% | +48.4% |
| YTD | +17.0% | +12.3% | +4.7% | +4.5% |
| 1Y | +25.5% | +12.5% | +13.0% | +11.7% |
| 3Y | -23.3% | +79.2% | -102.5% | -55.9% |
| 5Y | -22.6% | +75.7% | -98.3% | -55.0% |
| 10Y | +130.2% | +313.7% | -183.5% | -44.7% |
| All | +130.2% | +314.4% | -184.2% | -44.7% |
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