+155.0%
FDT vs VOO
+309.6%
-154.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | +1.5% | +2.6% | -1.0% | -0.6% |
| 30D | -2.5% | -2.0% | -0.5% | -0.9% |
| 3M | -6.7% | -2.8% | -3.9% | -4.5% |
| 6M | -10.4% | +2.2% | -12.6% | -11.8% |
| YTD | +13.1% | +11.5% | +1.6% | +3.9% |
| 1Y | +17.1% | +13.5% | +3.6% | +6.1% |
| 3Y | +100.2% | +78.1% | +22.1% | +24.7% |
| 5Y | +68.5% | +73.1% | -4.7% | +6.7% |
| All | +155.0% | +309.6% | -154.6% | -24.2% |
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