+4.3%
FRTY vs VOO
+104.4%
-100.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | 0.0% |
| 7D | -7.7% | -2.7% | -4.9% | -4.5% |
| 30D | -13.3% | -5.4% | -7.9% | -6.9% |
| 3M | -11.7% | -4.1% | -7.7% | -6.8% |
| 6M | -10.4% | +0.7% | -11.1% | -10.6% |
| YTD | -4.2% | +8.7% | -12.9% | -12.5% |
| 1Y | -6.2% | +11.0% | -17.2% | -16.3% |
| 3Y | +69.1% | +75.5% | -6.4% | -10.3% |
| 5Y | -14.8% | +68.4% | -83.2% | -51.5% |
| All | +4.3% | +104.4% | -100.1% | -54.3% |
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