+106.5%
FPF vs VOO
+489.3%
-382.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | -0.1% | +0.1% | -0.1% | -0.1% |
| 3M | -0.4% | +2.0% | -2.4% | -1.6% |
| 6M | -2.8% | +13.0% | -15.8% | -9.5% |
| YTD | -0.5% | +13.6% | -14.1% | -7.7% |
| 1Y | +0.2% | +20.1% | -19.9% | -10.1% |
| 3Y | +51.8% | +77.6% | -25.8% | +7.1% |
| 5Y | +2.7% | +82.4% | -79.8% | -29.5% |
| 10Y | +65.7% | +316.8% | -251.1% | -25.7% |
| All | +106.5% | +489.3% | -382.8% | -12.2% |
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