+6.6%
FPFD vs VOO
+92.7%
-86.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -0.3% |
| 7D | +0.7% | +0.1% | +0.7% | +0.7% |
| 30D | +0.8% | -3.3% | +4.1% | +1.3% |
| 3M | -2.1% | -2.4% | +0.3% | -1.8% |
| 6M | -3.2% | +2.6% | -5.8% | -3.6% |
| YTD | -1.5% | +11.3% | -12.8% | -3.2% |
| 1Y | -1.3% | +13.4% | -14.7% | -3.3% |
| 3Y | +21.2% | +80.3% | -59.1% | +9.7% |
| 5Y | +4.3% | +72.7% | -68.4% | -6.2% |
| All | +6.6% | +92.7% | -86.1% | -4.4% |
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