+62.9%
FIP vs VOO
+105.4%
-42.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.1% | +1.3% | +12.8% | +12.2% |
| 7D | +59.3% | -0.9% | +60.2% | +60.7% |
| 30D | +69.8% | -2.3% | +72.1% | +75.1% |
| 3M | +1.0% | -1.2% | +2.2% | +2.8% |
| 6M | -4.9% | +3.3% | -8.2% | -9.2% |
| YTD | -3.1% | +12.3% | -15.4% | -17.3% |
| 1Y | -8.7% | +12.5% | -21.2% | -22.2% |
| 3Y | +39.6% | +79.2% | -39.5% | -32.0% |
| All | +62.9% | +105.4% | -42.5% | -34.2% |
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