+47.3%
FSEA vs VOO
+185.8%
-138.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.2% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | +0.7% | +0.1% | +0.6% | +0.6% |
| 3M | +2.3% | +2.0% | +0.3% | +1.6% |
| 6M | +33.1% | +13.0% | +20.1% | +27.9% |
| YTD | +30.2% | +13.6% | +16.6% | +24.8% |
| 1Y | +47.1% | +20.1% | +27.1% | +38.4% |
| 3Y | +127.6% | +77.6% | +50.1% | +87.3% |
| 5Y | +45.4% | +82.4% | -37.1% | +17.9% |
| All | +47.3% | +185.8% | -138.5% | -5.3% |
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