-89.9%
FOSL vs VOO
+817.1%
-907.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +20.8% |
| 3Y | +135.2% | +77.6% | +57.6% | +16.0% |
| 5Y | -61.7% | +82.4% | -144.1% | -80.7% |
| 10Y | -81.7% | +316.8% | -398.5% | -96.8% |
| All | -89.9% | +817.1% | -907.0% | -99.4% |
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