+19.0%
FIP vs VOO
+78.4%
-59.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.3% | +4.6% | +3.1% |
| 7D | +30.6% | +0.1% | +30.6% | +29.3% |
| 30D | +40.0% | -3.3% | +43.3% | +47.2% |
| 3M | -12.4% | -2.4% | -10.0% | -9.1% |
| 6M | -22.6% | +2.6% | -25.2% | -26.1% |
| YTD | -17.9% | +11.3% | -29.2% | -31.2% |
| 1Y | -25.0% | +13.4% | -38.4% | -39.0% |
| 3Y | +19.0% | +80.3% | -61.3% | -55.4% |
| All | +19.0% | +78.4% | -59.4% | -55.4% |
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 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