+14.9%
FIXD vs VOO
+274.0%
-259.1%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | 0.0% | -0.6% | +0.6% | +0.1% |
| 30D | +1.5% | -3.6% | +5.2% | +1.6% |
| 3M | -1.2% | -2.7% | +1.6% | -1.1% |
| 6M | -2.0% | +2.2% | -4.3% | -2.1% |
| YTD | -1.7% | +10.9% | -12.6% | -1.9% |
| 1Y | -1.2% | +11.3% | -12.5% | -1.4% |
| 3Y | +14.3% | +76.9% | -62.6% | +13.6% |
| 5Y | -4.2% | +73.5% | -77.7% | -5.2% |
| All | +14.9% | +274.0% | -259.1% | +19.8% |
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