+15.4%
FIXD vs VOO
+266.6%
-251.2%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | +0.4% | -2.7% | +3.1% | +0.4% |
| 30D | +2.4% | -5.4% | +7.8% | +2.5% |
| 3M | -0.8% | -4.1% | +3.2% | -0.8% |
| 6M | -1.6% | +0.7% | -2.3% | -1.6% |
| YTD | -1.2% | +8.7% | -10.0% | -1.4% |
| 1Y | -0.9% | +11.0% | -11.8% | -1.0% |
| 3Y | +15.0% | +75.5% | -60.5% | +14.3% |
| 5Y | -4.2% | +68.4% | -72.5% | -5.2% |
| All | +15.4% | +266.6% | -251.2% | +20.4% |
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