+18.0%
FPI vs VOO
+413.6%
-395.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | +1.7% | +3.3% | -1.6% | -0.3% |
| 30D | -16.1% | -2.7% | -13.4% | -14.7% |
| 3M | -7.6% | -1.7% | -5.8% | -6.7% |
| 6M | -12.7% | +3.1% | -15.9% | -14.7% |
| YTD | -5.0% | +11.9% | -16.9% | -11.9% |
| 1Y | -3.8% | +12.1% | -15.9% | -11.0% |
| 3Y | -0.7% | +78.6% | -79.2% | -32.7% |
| 5Y | -9.2% | +73.8% | -83.0% | -37.9% |
| 10Y | +29.1% | +312.3% | -283.2% | -44.7% |
| All | +18.0% | +413.6% | -395.5% | -52.2% |
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