+51.6%
FICS vs VOO
+121.6%
-70.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | -0.6% | +3.3% | -3.9% | -2.5% |
| 30D | +4.5% | -2.7% | +7.1% | +6.1% |
| 3M | -1.0% | -1.7% | +0.7% | -0.1% |
| 6M | +6.0% | +3.1% | +2.8% | +3.8% |
| YTD | +6.8% | +11.9% | -5.1% | -0.5% |
| 1Y | +9.5% | +12.1% | -2.5% | +1.9% |
| 3Y | +47.1% | +78.6% | -31.5% | +0.7% |
| 5Y | +27.7% | +73.8% | -46.0% | -12.9% |
| All | +51.6% | +121.6% | -70.0% | -8.3% |
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