+107.7%
FIVA vs VOO
+208.7%
-101.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.4% |
| 7D | +1.2% | +0.5% | +0.6% | +0.8% |
| 30D | -0.3% | -0.9% | +0.7% | +0.4% |
| 3M | +6.8% | +3.9% | +2.9% | +3.8% |
| 6M | +15.2% | +14.5% | +0.7% | +4.5% |
| YTD | +19.2% | +13.0% | +6.3% | +9.2% |
| 1Y | +32.4% | +19.4% | +13.0% | +16.5% |
| 3Y | +90.1% | +78.9% | +11.3% | +23.9% |
| 5Y | +90.8% | +82.3% | +8.5% | +21.6% |
| All | +107.7% | +208.7% | -101.0% | -8.6% |
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 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