+398.2%
FDS vs VOO
+803.9%
-405.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.7% |
| 7D | -2.6% | +3.3% | -5.8% | -5.3% |
| 30D | +14.1% | -2.7% | +16.7% | +16.4% |
| 3M | +19.8% | -1.7% | +21.5% | +21.2% |
| 6M | +55.0% | +3.1% | +51.8% | +49.1% |
| YTD | +15.9% | +11.9% | +4.0% | +3.2% |
| 1Y | +24.2% | +12.1% | +12.1% | +10.2% |
| 3Y | -24.0% | +78.6% | -102.6% | -57.1% |
| 5Y | -23.3% | +73.8% | -97.1% | -56.0% |
| 10Y | +128.0% | +312.3% | -184.3% | -45.3% |
| All | +398.2% | +803.9% | -405.6% | -49.1% |
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