+140.5%
FPA vs VOO
+325.3%
-184.8%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.0% | +1.2% |
| 7D | -0.2% | -0.8% | +0.5% | +0.4% |
| 30D | +3.1% | -1.1% | +4.1% | +4.0% |
| 3M | -6.5% | +3.9% | -10.3% | -9.0% |
| 6M | +11.6% | +13.6% | -2.0% | +2.0% |
| YTD | +37.9% | +12.7% | +25.2% | +26.8% |
| 1Y | +39.3% | +17.6% | +21.8% | +24.1% |
| 3Y | +115.2% | +77.3% | +37.8% | +40.2% |
| 5Y | +81.5% | +84.1% | -2.6% | +13.8% |
| All | +140.5% | +325.3% | -184.8% | -24.1% |
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