+64.5%
FPA vs VOO
+72.6%
-8.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.3% |
| 7D | -0.8% | +2.6% | -3.4% | -3.0% |
| 30D | -6.1% | -2.0% | -4.1% | -4.6% |
| 3M | -11.2% | -2.8% | -8.5% | -9.0% |
| 6M | -18.7% | +2.2% | -20.9% | -19.7% |
| YTD | +18.7% | +11.5% | +7.2% | +9.8% |
| 1Y | +16.8% | +13.5% | +3.3% | +6.6% |
| 3Y | +98.3% | +78.1% | +20.2% | +29.4% |
| All | +64.5% | +72.6% | -8.1% | +5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling