+103.9%
FSI vs VOO
+77.8%
+26.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | +14.1% | +0.1% | +14.0% | +14.0% |
| 3M | -10.0% | +2.0% | -12.0% | -11.8% |
| 6M | +7.9% | +13.0% | -5.2% | -4.4% |
| YTD | -14.3% | +13.6% | -27.9% | -24.4% |
| 1Y | -42.2% | +20.1% | -62.2% | -51.5% |
| All | +103.9% | +77.8% | +26.2% | +36.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling