+366.0%
FSI vs VOO
+317.9%
+48.1%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +2.3% | +6.6% | +7.4% |
| 7D | +8.6% | +0.1% | +8.5% | +8.6% |
| 30D | +10.7% | -3.3% | +14.1% | +13.2% |
| 3M | +33.2% | -2.4% | +35.6% | +35.3% |
| 6M | +8.2% | +2.6% | +5.6% | +6.3% |
| YTD | -0.4% | +11.3% | -11.7% | -7.2% |
| 1Y | -19.3% | +13.4% | -32.7% | -25.7% |
| 3Y | +266.6% | +80.3% | +186.3% | +157.2% |
| 5Y | +88.4% | +72.7% | +15.7% | +32.7% |
| 10Y | +366.0% | +310.0% | +56.0% | +162.2% |
| All | +366.0% | +317.9% | +48.1% | +162.2% |
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