+5.1%
FR vs VOO
+75.1%
-70.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.7% | -0.5% |
| 7D | -0.5% | -0.9% | +0.5% | +0.2% |
| 30D | -8.0% | -2.3% | -5.6% | -6.2% |
| 3M | -11.5% | -1.2% | -10.4% | -10.8% |
| 6M | -10.0% | +3.3% | -13.3% | -12.6% |
| YTD | -1.1% | +12.3% | -13.4% | -10.3% |
| 1Y | +0.8% | +12.5% | -11.7% | -8.8% |
| 3Y | +40.2% | +79.2% | -39.0% | -14.3% |
| 5Y | +5.1% | +75.7% | -70.6% | -36.7% |
| All | +5.1% | +75.1% | -70.1% | -36.7% |
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