+68.0%
FSI vs VOO
+67.9%
+0.1%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | -0.1% |
| 7D | -0.2% | -2.7% | +2.5% | +1.9% |
| 30D | -2.1% | -5.4% | +3.3% | +2.1% |
| 3M | +22.0% | -4.1% | +26.1% | +25.9% |
| 6M | -0.8% | +0.7% | -1.6% | -1.8% |
| YTD | -8.6% | +8.7% | -17.3% | -14.8% |
| 1Y | -26.3% | +11.0% | -37.3% | -32.4% |
| 3Y | +227.8% | +75.5% | +152.3% | +119.8% |
| All | +68.0% | +67.9% | +0.1% | +5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling