+545.7%
FICO vs VOO
+306.9%
+238.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.4% |
| 7D | +0.9% | -0.6% | +1.4% | +1.2% |
| 30D | +9.4% | -3.6% | +13.1% | +13.7% |
| 3M | -30.4% | -2.7% | -27.7% | -28.4% |
| 6M | -35.1% | +2.2% | -37.4% | -38.0% |
| YTD | -56.8% | +10.9% | -67.7% | -62.8% |
| 1Y | -58.4% | +11.3% | -69.7% | -64.4% |
| 3Y | -26.7% | +76.9% | -103.6% | -65.6% |
| 5Y | +88.0% | +73.5% | +14.5% | -9.4% |
| 10Y | +545.7% | +307.7% | +238.0% | -1.4% |
| All | +545.7% | +306.9% | +238.8% | -1.4% |
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