+8.5%
FPFD vs VOO
+96.7%
-88.3%
-20.8%
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% | +0.1% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | -0.4% | +0.1% | -0.5% | -0.5% |
| 3M | -0.5% | +2.0% | -2.5% | -0.8% |
| 6M | -1.3% | +13.0% | -14.4% | -3.2% |
| YTD | +0.3% | +13.6% | -13.3% | -1.8% |
| 1Y | +1.5% | +20.1% | -18.6% | -1.4% |
| 3Y | +22.1% | +77.6% | -55.4% | +10.9% |
| 5Y | +6.0% | +82.4% | -76.4% | -5.2% |
| All | +8.5% | +96.7% | -88.3% | -3.0% |
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