+144.7%
FRA vs VOO
+817.1%
-672.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -1.7% | +0.1% | -1.8% | -1.8% |
| 30D | +1.5% | +0.1% | +1.4% | +1.5% |
| 3M | +2.7% | +2.0% | +0.7% | +1.9% |
| 6M | +3.3% | +13.0% | -9.7% | -1.4% |
| YTD | +0.9% | +13.6% | -12.7% | -3.9% |
| 1Y | -7.0% | +20.1% | -27.0% | -13.3% |
| 3Y | +23.3% | +77.6% | -54.2% | -1.3% |
| 5Y | +36.9% | +82.4% | -45.6% | +7.3% |
| 10Y | +84.3% | +316.8% | -232.5% | +5.9% |
| All | +144.7% | +817.1% | -672.4% | +6.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling