+178.7%
FPXI vs VOO
+325.3%
-146.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.5% |
| 7D | -2.5% | -0.8% | -1.8% | -1.9% |
| 30D | -5.5% | -1.1% | -4.5% | -4.6% |
| 3M | -9.0% | +3.9% | -12.9% | -11.7% |
| 6M | +7.8% | +13.6% | -5.8% | -2.3% |
| YTD | +17.5% | +12.7% | +4.8% | +7.3% |
| 1Y | +16.2% | +17.6% | -1.4% | +2.7% |
| 3Y | +78.3% | +77.3% | +1.0% | +13.8% |
| 5Y | +5.0% | +84.1% | -79.2% | -35.2% |
| All | +178.7% | +325.3% | -146.6% | -6.3% |
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