+244.0%
FRST vs VOO
+806.9%
-562.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -1.0% |
| 7D | -1.6% | -0.9% | -0.7% | -1.0% |
| 30D | -3.4% | -2.3% | -1.0% | -1.9% |
| 3M | -9.2% | -1.2% | -8.0% | -8.6% |
| 6M | +5.6% | +3.3% | +2.3% | +2.8% |
| YTD | +8.8% | +12.3% | -3.5% | -0.4% |
| 1Y | +38.1% | +12.5% | +25.6% | +26.2% |
| 3Y | +68.6% | +79.2% | -10.6% | +12.2% |
| 5Y | +10.0% | +75.7% | -65.7% | -26.5% |
| 10Y | +48.5% | +313.7% | -265.2% | -33.3% |
| All | +244.0% | +806.9% | -562.9% | +52.7% |
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