+29.5%
FRDM vs VOO
+11.8%
+17.7%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -0.9% |
| 7D | +6.6% | +3.3% | +3.4% | +0.6% |
| 30D | -8.6% | -2.7% | -5.9% | -3.6% |
| 3M | -9.0% | -1.7% | -7.3% | -5.7% |
| 6M | -6.7% | +3.1% | -9.8% | -10.8% |
| YTD | +21.8% | +11.9% | +9.9% | +2.1% |
| 1Y | +29.5% | +12.1% | +17.5% | +8.3% |
| All | +29.5% | +11.8% | +17.7% | +8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling