+57.2%
FID vs VOO
+82.3%
-25.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | +0.2% | +0.5% | -0.3% | -0.1% |
| 30D | +1.0% | -0.9% | +1.9% | +1.4% |
| 3M | +6.7% | +3.9% | +2.8% | +4.6% |
| 6M | +9.7% | +14.5% | -4.8% | +2.5% |
| YTD | +14.6% | +13.0% | +1.7% | +7.7% |
| 1Y | +20.9% | +19.4% | +1.5% | +10.5% |
| 3Y | +73.1% | +78.9% | -5.8% | +25.9% |
| 5Y | +57.2% | +82.3% | -25.1% | +11.2% |
| All | +57.2% | +82.3% | -25.1% | +11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling