+48.4%
FICS vs VOO
+78.4%
-30.0%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.6% | +0.5% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | +6.3% | -3.3% | +9.6% | +8.1% |
| 3M | -1.5% | -2.4% | +0.9% | -0.3% |
| 6M | +6.0% | +2.6% | +3.4% | +4.3% |
| YTD | +7.8% | +11.3% | -3.5% | +1.6% |
| 1Y | +12.4% | +13.4% | -1.0% | +4.9% |
| 3Y | +48.4% | +80.3% | -31.9% | +4.1% |
| All | +48.4% | +78.4% | -30.0% | +4.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling