+21.8%
FRA vs VOO
+78.5%
-56.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -3.0% |
| YTD | -2.7% | +11.5% | -14.2% | -7.0% |
| 1Y | -4.4% | +13.5% | -17.9% | -9.3% |
| 3Y | +21.8% | +78.1% | -56.3% | -0.2% |
| All | +21.8% | +78.5% | -56.7% | -0.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling