+231.4%
FRD vs VOO
+78.5%
+152.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.0% |
| 7D | +4.7% | +2.6% | +2.1% | +2.8% |
| 30D | -10.1% | -2.0% | -8.1% | -8.8% |
| 3M | -14.7% | -2.8% | -11.9% | -12.9% |
| 6M | +73.3% | +2.2% | +71.1% | +71.6% |
| YTD | +85.0% | +11.5% | +73.5% | +73.8% |
| 1Y | +69.5% | +13.5% | +56.0% | +57.7% |
| 3Y | +231.4% | +78.1% | +153.3% | +90.0% |
| All | +231.4% | +78.5% | +152.9% | +90.0% |
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