+16.0%
FRI vs VOO
+12.4%
+3.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.7% | +1.0% |
| 7D | +2.5% | +0.1% | +2.4% | +2.4% |
| 30D | +7.2% | -3.3% | +10.5% | +8.0% |
| 3M | -1.0% | -2.4% | +1.4% | -0.5% |
| 6M | +2.9% | +2.6% | +0.3% | +1.9% |
| YTD | +17.5% | +11.3% | +6.3% | +11.6% |
| All | +16.0% | +12.4% | +3.7% | +10.0% |
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