+63.1%
FPF vs VOO
+317.9%
-254.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.9% | 0.0% |
| 7D | +2.4% | +0.1% | +2.4% | +2.3% |
| 30D | +1.8% | -3.3% | +5.2% | +3.9% |
| 3M | -7.0% | -2.4% | -4.6% | -5.7% |
| 6M | -8.6% | +2.6% | -11.2% | -10.3% |
| YTD | -7.1% | +11.3% | -18.3% | -13.5% |
| 1Y | -6.5% | +13.4% | -19.9% | -14.1% |
| 3Y | +43.3% | +80.3% | -37.0% | -4.5% |
| 5Y | -2.4% | +72.7% | -75.1% | -33.7% |
| 10Y | +63.1% | +310.0% | -247.0% | -40.6% |
| All | +63.1% | +317.9% | -254.8% | -40.6% |
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 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