-45.1%
FIAT vs VOO
+39.5%
-84.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | +0.3% |
| 7D | +4.0% | -0.8% | +4.7% | +2.5% |
| 30D | -15.0% | -1.1% | -13.9% | -16.4% |
| 3M | -11.2% | +3.9% | -15.1% | -3.7% |
| 6M | -1.1% | +13.6% | -14.8% | +29.4% |
| YTD | +2.4% | +12.7% | -10.3% | +33.9% |
| 1Y | +24.7% | +17.6% | +7.2% | +78.5% |
| All | -45.1% | +39.5% | -84.6% | +12.8% |
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