+80.7%
FDSB vs VOO
+41.8%
+38.9%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | -1.0% |
| 7D | -0.7% | -0.8% | +0.1% | -0.5% |
| 30D | +2.9% | -1.1% | +4.0% | +3.2% |
| 3M | +19.3% | +3.9% | +15.4% | +18.1% |
| 6M | +25.1% | +13.6% | +11.5% | +20.6% |
| YTD | +23.5% | +12.7% | +10.8% | +19.3% |
| 1Y | +33.2% | +17.6% | +15.7% | +26.9% |
| All | +80.7% | +41.8% | +38.9% | +61.5% |
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 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