-68.6%
FOSL vs VOO
+314.4%
-383.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.7% | +1.3% | +25.4% | +24.9% |
| 7D | +30.8% | -0.9% | +31.8% | +32.4% |
| 30D | +39.4% | -2.3% | +41.8% | +44.2% |
| 3M | +90.3% | -1.2% | +91.4% | +94.4% |
| 6M | +124.0% | +3.3% | +120.7% | +116.5% |
| YTD | +165.2% | +12.3% | +152.8% | +130.7% |
| 1Y | +370.3% | +12.5% | +357.8% | +309.1% |
| 3Y | +649.6% | +79.2% | +570.4% | +269.9% |
| 5Y | -41.3% | +75.7% | -117.0% | -69.0% |
| 10Y | -68.6% | +313.7% | -382.3% | -93.2% |
| All | -68.6% | +314.4% | -383.0% | -93.2% |
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