+29.0%
FIP vs VOO
+98.8%
-69.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | +0.3% | +17.7% | +17.6% |
| 7D | +21.3% | -2.7% | +24.0% | +25.2% |
| 30D | +22.2% | -5.4% | +27.6% | +31.5% |
| 3M | -13.7% | -4.1% | -9.7% | -8.7% |
| 6M | -36.5% | +0.7% | -37.2% | -37.3% |
| YTD | -23.2% | +8.7% | -31.9% | -31.5% |
| 1Y | -30.8% | +11.0% | -41.7% | -40.0% |
| 3Y | +16.2% | +75.5% | -59.3% | -41.6% |
| All | +29.0% | +98.8% | -69.8% | -45.5% |
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