+16.1%
FIXD vs VOO
+283.0%
-266.9%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | -0.5% | +0.1% | -0.6% | -0.5% |
| 3M | -0.9% | +2.0% | -2.9% | -0.9% |
| 6M | -1.9% | +13.0% | -14.9% | -2.0% |
| YTD | -0.6% | +13.6% | -14.2% | -0.8% |
| 1Y | +1.3% | +20.1% | -18.8% | +1.0% |
| 3Y | +12.7% | +77.6% | -64.8% | +12.0% |
| 5Y | -4.1% | +82.4% | -86.5% | -5.0% |
| All | +16.1% | +283.0% | -266.9% | +21.0% |
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