+159.4%
FRAF vs VOO
+72.6%
+86.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | 0.0% |
| 7D | +0.9% | +2.6% | -1.7% | +0.3% |
| 30D | +11.3% | -2.0% | +13.3% | +11.8% |
| 3M | +9.1% | -2.8% | +11.9% | +9.8% |
| 6M | +26.2% | +2.2% | +24.0% | +25.4% |
| YTD | +42.1% | +11.5% | +30.6% | +38.4% |
| 1Y | +46.2% | +13.5% | +32.7% | +41.7% |
| 3Y | +126.2% | +78.1% | +48.1% | +103.6% |
| All | +159.4% | +72.6% | +86.9% | +136.6% |
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