+48.5%
FRST vs VOO
+314.4%
-265.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -1.3% |
| 7D | -1.6% | -0.9% | -0.7% | -0.8% |
| 30D | -3.4% | -2.3% | -1.0% | -1.4% |
| 3M | -9.2% | -1.2% | -8.0% | -8.4% |
| 6M | +5.6% | +3.3% | +2.3% | +1.7% |
| YTD | +8.8% | +12.3% | -3.5% | -3.4% |
| 1Y | +38.1% | +12.5% | +25.6% | +22.2% |
| 3Y | +68.6% | +79.2% | -10.6% | -4.1% |
| 5Y | +10.0% | +75.7% | -65.7% | -37.1% |
| 10Y | +48.5% | +313.7% | -265.2% | -62.6% |
| All | +48.5% | +314.4% | -265.9% | -62.6% |
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