+2,904.9%
FICO vs VOO
+777.9%
+2,127.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.8% |
| 7D | -0.9% | -2.7% | +1.8% | +2.0% |
| 30D | +3.3% | -5.4% | +8.7% | +9.8% |
| 3M | -31.7% | -4.1% | -27.7% | -28.5% |
| 6M | -34.0% | +0.7% | -34.7% | -35.8% |
| YTD | -58.3% | +8.7% | -67.1% | -63.3% |
| 1Y | -57.9% | +11.0% | -68.9% | -63.9% |
| 3Y | -24.1% | +75.5% | -99.5% | -64.3% |
| 5Y | +85.3% | +68.4% | +17.0% | -7.7% |
| 10Y | +520.3% | +315.7% | +204.6% | -2.6% |
| All | +2,904.9% | +777.9% | +2,127.1% | +50.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling