-82.0%
FOSL vs VOO
+315.9%
-397.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.9% |
| 7D | -3.7% | +0.1% | -3.8% | -3.8% |
| 30D | -12.9% | +0.1% | -12.9% | -12.9% |
| 3M | +26.5% | +2.0% | +24.5% | +23.5% |
| 6M | +15.0% | +13.0% | +1.9% | -1.9% |
| YTD | +37.0% | +13.6% | +23.4% | +16.7% |
| 1Y | +50.6% | +20.1% | +30.5% | +20.9% |
| 3Y | +135.2% | +77.6% | +57.6% | +16.9% |
| 5Y | -61.7% | +82.4% | -144.1% | -80.8% |
| All | -82.0% | +315.9% | -397.9% | -97.0% |
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 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