+191.5%
FSI vs VOO
+314.0%
-122.5%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.2% |
| 7D | -0.5% | +0.5% | -1.1% | -0.9% |
| 30D | +14.3% | -0.9% | +15.2% | +15.0% |
| 3M | -10.2% | +3.9% | -14.0% | -12.5% |
| 6M | +8.9% | +14.5% | -5.6% | -0.6% |
| YTD | -14.5% | +13.0% | -27.4% | -21.2% |
| 1Y | -40.0% | +19.4% | -59.5% | -46.6% |
| 3Y | +123.7% | +78.9% | +44.8% | +56.7% |
| 5Y | +66.7% | +82.3% | -15.6% | +13.3% |
| 10Y | +191.5% | +314.2% | -122.7% | +16.9% |
| All | +191.5% | +314.0% | -122.5% | +16.9% |
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