+26.6%
FRA vs VOO
+74.6%
-48.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.9% |
| 7D | +0.9% | +3.3% | -2.4% | -0.3% |
| 30D | +1.0% | -2.7% | +3.7% | +2.0% |
| 3M | -4.5% | -1.7% | -2.7% | -4.0% |
| 6M | -2.0% | +3.1% | -5.1% | -3.2% |
| YTD | -3.2% | +11.9% | -15.1% | -7.3% |
| 1Y | -5.3% | +12.1% | -17.3% | -9.3% |
| 3Y | +21.8% | +78.6% | -56.8% | -1.8% |
| 5Y | +26.6% | +73.8% | -47.2% | +1.2% |
| All | +26.6% | +74.6% | -48.0% | +1.2% |
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 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