+172.4%
FRDM vs VOO
+184.9%
-12.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.7% | +1.7% |
| 7D | -4.9% | -2.7% | -2.2% | -2.4% |
| 30D | -16.0% | -5.4% | -10.7% | -11.6% |
| 3M | -11.0% | -4.1% | -6.9% | -7.4% |
| 6M | -12.6% | +0.7% | -13.4% | -12.3% |
| YTD | +16.5% | +8.7% | +7.8% | +10.1% |
| 1Y | +26.6% | +11.0% | +15.6% | +17.6% |
| 3Y | +111.7% | +75.5% | +36.2% | +34.5% |
| 5Y | +100.4% | +68.4% | +32.0% | +30.8% |
| All | +172.4% | +184.9% | -12.5% | +13.5% |
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