+917.3%
FRD vs VOO
+812.0%
+105.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | +2.8% | +0.5% | +2.3% | +2.6% |
| 30D | +2.9% | -0.9% | +3.9% | +3.4% |
| 3M | +83.5% | +3.9% | +79.6% | +80.4% |
| 6M | +146.7% | +14.5% | +132.2% | +131.9% |
| YTD | +121.7% | +13.0% | +108.8% | +109.8% |
| 1Y | +101.3% | +19.4% | +81.8% | +86.0% |
| 3Y | +259.3% | +78.9% | +180.4% | +175.7% |
| 5Y | +304.6% | +82.3% | +222.3% | +205.3% |
| 10Y | +814.7% | +314.2% | +500.5% | +390.4% |
| All | +917.3% | +812.0% | +105.3% | +245.2% |
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