+232.0%
FRDM vs VOO
+196.0%
+36.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.9% |
| 7D | +4.9% | +0.5% | +4.4% | +4.4% |
| 30D | +8.2% | -0.9% | +9.2% | +9.1% |
| 3M | +6.4% | +3.9% | +2.5% | +3.2% |
| 6M | +31.3% | +14.5% | +16.8% | +18.0% |
| YTD | +42.0% | +13.0% | +29.1% | +29.2% |
| 1Y | +72.6% | +19.4% | +53.2% | +50.1% |
| 3Y | +165.5% | +78.9% | +86.6% | +65.1% |
| 5Y | +141.5% | +82.3% | +59.2% | +46.6% |
| All | +232.0% | +196.0% | +36.0% | +33.3% |
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