+8.9%
FRTY vs VOO
+109.2%
-100.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.3% | +2.1% | +1.5% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | -10.2% | -3.3% | -6.9% | -6.1% |
| 3M | -9.1% | -2.4% | -6.7% | -6.0% |
| 6M | -3.7% | +2.6% | -6.3% | -6.0% |
| YTD | +0.1% | +11.3% | -11.2% | -11.2% |
| 1Y | -2.1% | +13.4% | -15.6% | -15.0% |
| 3Y | +75.8% | +80.3% | -4.5% | -9.8% |
| 5Y | -11.1% | +72.7% | -83.8% | -50.9% |
| All | +8.9% | +109.2% | -100.3% | -53.6% |
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