-4.4%
FRA vs VOO
+12.1%
-16.5%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.7% |
| 7D | -0.2% | +2.6% | -2.8% | -1.2% |
| 30D | +2.1% | -2.0% | +4.1% | +2.8% |
| 3M | -4.1% | -2.8% | -1.3% | -3.1% |
| 6M | -2.1% | +2.2% | -4.2% | -3.2% |
| YTD | -2.7% | +11.5% | -14.2% | -9.1% |
| 1Y | -4.4% | +13.5% | -17.9% | -11.7% |
| All | -4.4% | +12.1% | -16.5% | -11.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling