+6.3%
FRT vs VOO
+325.3%
-319.0%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | -1.2% |
| 7D | -2.3% | -0.8% | -1.6% | -1.7% |
| 30D | -2.4% | -1.1% | -1.4% | -1.5% |
| 3M | -7.5% | +3.9% | -11.3% | -10.8% |
| 6M | +9.0% | +13.6% | -4.6% | -3.3% |
| YTD | +17.0% | +12.7% | +4.3% | +4.3% |
| 1Y | +17.2% | +17.6% | -0.4% | +0.2% |
| 3Y | +33.6% | +77.3% | -43.8% | -23.1% |
| 5Y | +19.8% | +84.1% | -64.4% | -33.9% |
| All | +6.3% | +325.3% | -319.0% | -70.5% |
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 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