+55.4%
FDV vs VOO
+100.4%
-45.0%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.5% | -0.2% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | +7.3% | -3.3% | +10.6% | +8.9% |
| 3M | +4.0% | -2.4% | +6.4% | +5.0% |
| 6M | +12.9% | +2.6% | +10.3% | +11.0% |
| YTD | +22.7% | +11.3% | +11.4% | +15.4% |
| 1Y | +25.1% | +13.4% | +11.6% | +16.3% |
| 3Y | +71.8% | +80.3% | -8.5% | +18.1% |
| All | +55.4% | +100.4% | -45.0% | -1.3% |
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