+206.5%
FITB vs VOO
+309.6%
-103.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.6% |
| 7D | +2.8% | +2.6% | +0.2% | -0.5% |
| 30D | +9.8% | -2.0% | +11.8% | +12.3% |
| 3M | -5.2% | -2.8% | -2.4% | -2.0% |
| 6M | +17.3% | +2.2% | +15.2% | +13.2% |
| YTD | +19.3% | +11.5% | +7.8% | +2.6% |
| 1Y | +32.7% | +13.5% | +19.2% | +11.5% |
| 3Y | +141.6% | +78.1% | +63.5% | +10.5% |
| 5Y | +48.9% | +73.1% | -24.3% | -28.7% |
| All | +206.5% | +309.6% | -103.1% | -54.9% |
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