+272.7%
FRAF vs VOO
+325.3%
-52.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | 0.0% |
| 7D | -1.1% | -0.8% | -0.4% | -0.7% |
| 30D | -1.0% | -1.1% | +0.1% | -0.4% |
| 3M | +6.5% | +3.9% | +2.6% | +4.3% |
| 6M | +30.1% | +13.6% | +16.5% | +21.6% |
| YTD | +28.9% | +12.7% | +16.2% | +21.0% |
| 1Y | +36.9% | +17.6% | +19.3% | +25.7% |
| 3Y | +146.6% | +77.3% | +69.3% | +80.7% |
| 5Y | +145.0% | +84.1% | +60.9% | +72.4% |
| All | +272.7% | +325.3% | -52.5% | +86.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling