+251.7%
FDVV vs VOO
+320.6%
-68.9%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | -2.1% | -2.0% | -0.1% | -0.3% |
| 30D | -1.8% | -1.7% | -0.2% | -0.4% |
| 3M | +4.2% | +4.7% | -0.5% | 0.0% |
| 6M | +10.6% | +12.6% | -2.0% | -0.5% |
| YTD | +12.0% | +11.8% | +0.2% | +1.4% |
| 1Y | +16.6% | +17.5% | -0.9% | +0.9% |
| 3Y | +70.7% | +77.0% | -6.3% | +2.0% |
| 5Y | +94.1% | +82.6% | +11.6% | +11.9% |
| All | +251.7% | +320.6% | -68.9% | -5.0% |
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