+99.1%
FID vs VOO
+465.0%
-365.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | -0.4% | -0.6% | +0.2% | -0.1% |
| 30D | +0.3% | -3.6% | +3.9% | +2.3% |
| 3M | -1.4% | -2.7% | +1.3% | +0.1% |
| 6M | +3.9% | +2.2% | +1.6% | +2.4% |
| YTD | +11.7% | +10.9% | +0.8% | +5.0% |
| 1Y | +15.4% | +11.3% | +4.1% | +8.2% |
| 3Y | +73.3% | +76.9% | -3.6% | +21.7% |
| 5Y | +54.5% | +73.5% | -19.0% | +8.7% |
| 10Y | +114.5% | +307.7% | -193.2% | -8.0% |
| All | +99.1% | +465.0% | -365.9% | -26.3% |
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 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