+42.8%
FIP vs VOO
+102.8%
-60.0%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +4.0% |
| 7D | +43.8% | -0.6% | +44.4% | +44.1% |
| 30D | +44.9% | -3.6% | +48.6% | +52.1% |
| 3M | -10.0% | -2.7% | -7.3% | -6.5% |
| 6M | -19.8% | +2.2% | -22.1% | -22.5% |
| YTD | -15.0% | +10.9% | -25.9% | -26.3% |
| 1Y | -22.8% | +11.3% | -34.1% | -33.3% |
| 3Y | +22.4% | +76.9% | -54.5% | -39.4% |
| All | +42.8% | +102.8% | -60.0% | -41.4% |
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