-84.6%
FOSL vs VOO
+777.9%
-862.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.1% |
| 7D | +17.6% | -2.7% | +20.3% | +21.8% |
| 30D | +10.3% | -5.4% | +15.7% | +18.6% |
| 3M | +34.2% | -4.1% | +38.3% | +42.1% |
| 6M | +75.1% | +0.7% | +74.4% | +74.4% |
| YTD | +107.7% | +8.7% | +99.0% | +88.0% |
| 1Y | +333.9% | +11.0% | +322.9% | +283.3% |
| 3Y | +338.8% | +75.5% | +263.3% | +120.4% |
| 5Y | -44.2% | +68.4% | -112.6% | -68.9% |
| 10Y | -69.5% | +315.7% | -385.2% | -94.6% |
| All | -84.6% | +777.9% | -862.5% | -99.0% |
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