+32.6%
FDT vs VOO
+18.2%
+14.4%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.4% |
| 7D | -0.6% | -0.8% | +0.2% | +0.4% |
| 30D | +2.6% | -1.1% | +3.7% | +4.0% |
| 3M | +0.9% | +3.9% | -3.0% | -3.7% |
| 6M | +9.3% | +13.6% | -4.4% | -5.7% |
| YTD | +24.1% | +12.7% | +11.4% | +7.7% |
| 1Y | +32.6% | +17.6% | +15.0% | +10.1% |
| All | +32.6% | +18.2% | +14.4% | +10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling