+257.1%
FRI vs VOO
+798.5%
-541.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.7% | -0.3% |
| 7D | +2.5% | +0.1% | +2.4% | +2.3% |
| 30D | +7.2% | -3.3% | +10.5% | +10.1% |
| 3M | -1.0% | -2.4% | +1.4% | +0.8% |
| 6M | +2.9% | +2.6% | +0.3% | 0.0% |
| YTD | +17.5% | +11.3% | +6.3% | +6.2% |
| 1Y | +15.8% | +13.4% | +2.3% | +2.7% |
| 3Y | +54.5% | +80.3% | -25.8% | -10.3% |
| 5Y | +18.1% | +72.7% | -54.6% | -29.2% |
| 10Y | +90.6% | +310.0% | -219.4% | -48.5% |
| All | +257.1% | +798.5% | -541.4% | -60.7% |
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