+531.6%
FICO vs VOO
+317.9%
+213.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.3% | +0.4% | -0.1% |
| 7D | -0.1% | +0.1% | -0.1% | -0.6% |
| 30D | +8.4% | -3.3% | +11.7% | +12.2% |
| 3M | -30.5% | -2.4% | -28.1% | -28.8% |
| 6M | -35.7% | +2.6% | -38.3% | -38.8% |
| YTD | -57.2% | +11.3% | -68.5% | -63.3% |
| 1Y | -58.4% | +13.4% | -71.9% | -65.2% |
| 3Y | -24.8% | +80.3% | -105.1% | -65.6% |
| 5Y | +79.3% | +72.7% | +6.6% | -13.0% |
| 10Y | +531.6% | +310.0% | +221.6% | -4.3% |
| All | +531.6% | +317.9% | +213.8% | -4.3% |
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