+99.2%
FID vs VOO
+472.3%
-373.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.2% | -0.7% |
| 7D | -2.3% | -0.9% | -1.4% | -1.8% |
| 30D | +0.7% | -2.3% | +3.1% | +2.0% |
| 3M | -1.4% | -1.2% | -0.2% | -0.8% |
| 6M | +3.5% | +3.3% | +0.2% | +1.4% |
| YTD | +11.8% | +12.3% | -0.5% | +4.3% |
| 1Y | +14.9% | +12.5% | +2.4% | +7.0% |
| 3Y | +73.4% | +79.2% | -5.8% | +20.9% |
| 5Y | +54.0% | +75.7% | -21.6% | +7.6% |
| 10Y | +117.0% | +313.7% | -196.7% | -7.7% |
| All | +99.2% | +472.3% | -373.0% | -26.8% |
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