+276.0%
FRD vs VOO
+80.3%
+195.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.2% |
| 7D | -1.9% | -2.0% | +0.1% | -0.6% |
| 30D | +3.8% | -1.7% | +5.5% | +4.9% |
| 3M | +74.4% | +4.7% | +69.6% | +69.7% |
| 6M | +152.5% | +12.6% | +139.9% | +135.2% |
| YTD | +118.3% | +11.8% | +106.5% | +104.2% |
| 1Y | +106.0% | +17.5% | +88.4% | +87.5% |
| 3Y | +253.7% | +77.0% | +176.7% | +148.5% |
| 5Y | +276.0% | +82.6% | +193.4% | +140.4% |
| All | +276.0% | +80.3% | +195.7% | +140.4% |
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