+164.7%
FPA vs VOO
+662.1%
-497.4%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.7% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | +6.4% | +0.1% | +6.3% | +6.4% |
| 3M | -7.4% | +2.0% | -9.4% | -8.5% |
| 6M | +11.9% | +13.0% | -1.2% | +2.3% |
| YTD | +38.2% | +13.6% | +24.6% | +25.9% |
| 1Y | +45.5% | +20.1% | +25.4% | +26.9% |
| 3Y | +110.1% | +77.6% | +32.5% | +34.3% |
| 5Y | +78.1% | +82.4% | -4.4% | +10.2% |
| 10Y | +141.4% | +316.8% | -175.4% | -26.3% |
| All | +164.7% | +662.1% | -497.4% | -53.5% |
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