-44.3%
FIAT vs VOO
+38.4%
-82.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | -0.4% |
| 7D | +9.7% | -2.0% | +11.6% | +5.6% |
| 30D | -13.9% | -1.7% | -12.2% | -16.3% |
| 3M | -12.4% | +4.7% | -17.2% | -3.5% |
| 6M | -0.4% | +12.6% | -13.0% | +27.9% |
| YTD | +3.8% | +11.8% | -8.0% | +33.6% |
| 1Y | +23.6% | +17.5% | +6.1% | +76.6% |
| All | -44.3% | +38.4% | -82.7% | +12.5% |
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