+114.1%
FDTX vs VOO
+85.3%
+28.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | -0.3% |
| 7D | 0.0% | -0.8% | +0.8% | +1.2% |
| 30D | -2.0% | -1.1% | -0.9% | -0.3% |
| 3M | +0.5% | +3.9% | -3.4% | -4.7% |
| 6M | +40.2% | +13.6% | +26.5% | +17.1% |
| YTD | +34.1% | +12.7% | +21.4% | +13.6% |
| 1Y | +39.0% | +17.6% | +21.4% | +11.1% |
| 3Y | +114.9% | +77.3% | +37.6% | -6.3% |
| All | +114.1% | +85.3% | +28.8% | -11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling