+68.2%
FPWR vs VOO
+82.3%
-14.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.3% | +1.0% |
| 7D | +0.7% | +0.5% | +0.2% | +0.5% |
| 30D | +0.6% | -0.9% | +1.6% | +1.1% |
| 3M | +1.4% | +3.9% | -2.5% | -0.5% |
| 6M | 0.0% | +14.5% | -14.6% | -6.7% |
| YTD | +13.2% | +13.0% | +0.3% | +6.3% |
| 1Y | +18.4% | +19.4% | -1.0% | +8.0% |
| 3Y | +66.0% | +78.9% | -12.9% | +20.0% |
| 5Y | +68.2% | +82.3% | -14.0% | +16.8% |
| All | +68.2% | +82.3% | -14.1% | +16.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling