+99.1%
FIRY vs VOO
+78.5%
+20.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | -0.4% | -9.6% | -9.4% |
| 7D | -5.5% | +2.6% | -8.1% | -8.7% |
| 30D | -2.9% | -2.0% | -0.9% | 0.0% |
| 3M | +7.2% | -2.8% | +10.0% | +11.6% |
| 6M | +74.4% | +2.2% | +72.3% | +69.6% |
| YTD | +151.7% | +11.5% | +140.2% | +115.7% |
| 1Y | +82.7% | +13.5% | +69.2% | +52.6% |
| 3Y | +99.1% | +78.1% | +21.0% | -38.6% |
| All | +99.1% | +78.5% | +20.6% | -38.6% |
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