+15.2%
FRTY vs VOO
+111.4%
-96.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.3% |
| 7D | +0.6% | -0.4% | +0.9% | +1.0% |
| 30D | -4.3% | -1.4% | -2.9% | -2.6% |
| 3M | -0.5% | +3.7% | -4.2% | -4.6% |
| 6M | +10.6% | +13.0% | -2.4% | -4.1% |
| YTD | +5.9% | +12.4% | -6.5% | -7.5% |
| 1Y | +5.9% | +18.6% | -12.7% | -12.9% |
| 3Y | +75.1% | +78.1% | -3.0% | -9.1% |
| 5Y | +0.4% | +82.3% | -81.9% | -48.0% |
| All | +15.2% | +111.4% | -96.1% | -51.6% |
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