+554.8%
FDUS vs VOO
+685.6%
-130.8%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.6% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | -2.5% | +0.1% | -2.5% | -2.6% |
| 3M | +8.1% | +2.0% | +6.1% | +6.2% |
| 6M | +12.4% | +13.0% | -0.6% | +1.4% |
| YTD | +8.3% | +13.6% | -5.3% | -2.7% |
| 1Y | +3.1% | +20.1% | -17.0% | -11.7% |
| 3Y | +48.4% | +77.6% | -29.1% | -9.9% |
| 5Y | +94.4% | +82.4% | +11.9% | +12.2% |
| 10Y | +269.9% | +316.8% | -46.9% | +3.5% |
| All | +554.8% | +685.6% | -130.8% | +2.4% |
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