+39.8%
FPI vs VOO
+421.1%
-381.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.4% |
| 7D | +3.9% | +0.1% | +3.8% | +3.8% |
| 30D | +7.8% | +0.1% | +7.7% | +7.7% |
| 3M | +4.6% | +2.0% | +2.6% | +3.0% |
| 6M | -16.4% | +13.0% | -29.5% | -22.9% |
| YTD | +12.5% | +13.6% | -1.1% | +3.5% |
| 1Y | +4.1% | +20.1% | -16.0% | -7.8% |
| 3Y | +17.1% | +77.6% | -60.5% | -20.3% |
| 5Y | +8.3% | +82.4% | -74.2% | -28.3% |
| 10Y | +41.3% | +316.8% | -275.5% | -39.9% |
| All | +39.8% | +421.1% | -381.3% | -43.9% |
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