+15.5%
FRTY vs VOO
+113.5%
-98.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.3% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | -3.9% | +0.1% | -4.0% | -4.0% |
| 3M | -5.7% | +2.0% | -7.7% | -7.6% |
| 6M | +9.7% | +13.0% | -3.3% | -4.9% |
| YTD | +6.2% | +13.6% | -7.4% | -8.4% |
| 1Y | +9.6% | +20.1% | -10.5% | -11.1% |
| 3Y | +72.5% | +77.6% | -5.0% | -10.2% |
| 5Y | 0.0% | +82.4% | -82.5% | -48.3% |
| All | +15.5% | +113.5% | -98.0% | -52.1% |
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