+155.3%
FRT vs VOO
+812.0%
-656.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.6% |
| 7D | +0.2% | +0.5% | -0.4% | -0.3% |
| 30D | -1.2% | -0.9% | -0.3% | -0.5% |
| 3M | -3.1% | +3.9% | -7.0% | -6.5% |
| 6M | +11.2% | +14.5% | -3.3% | -1.4% |
| YTD | +20.0% | +13.0% | +7.1% | +7.5% |
| 1Y | +20.2% | +19.4% | +0.8% | +2.4% |
| 3Y | +36.5% | +78.9% | -42.3% | -18.9% |
| 5Y | +18.8% | +82.3% | -63.5% | -30.9% |
| 10Y | +7.4% | +314.2% | -306.8% | -67.5% |
| All | +155.3% | +812.0% | -656.7% | -60.1% |
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