+188.7%
FDT vs VOO
+674.6%
-485.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | +5.3% | +0.1% | +5.2% | +5.2% |
| 3M | -0.1% | +2.0% | -2.1% | -1.6% |
| 6M | +7.4% | +13.0% | -5.7% | -3.1% |
| YTD | +24.8% | +13.6% | +11.2% | +12.2% |
| 1Y | +38.1% | +20.1% | +18.0% | +18.4% |
| 3Y | +107.5% | +77.6% | +29.9% | +25.2% |
| 5Y | +80.4% | +82.4% | -2.0% | +5.3% |
| 10Y | +167.6% | +316.8% | -149.3% | -29.3% |
| All | +188.7% | +674.6% | -485.9% | -59.1% |
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