+494.5%
FSI vs VOO
+777.9%
-283.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | 0.0% |
| 7D | -0.2% | -2.7% | +2.5% | +1.5% |
| 30D | -2.1% | -5.4% | +3.3% | +1.3% |
| 3M | +22.0% | -4.1% | +26.1% | +25.2% |
| 6M | -0.8% | +0.7% | -1.6% | -1.5% |
| YTD | -8.6% | +8.7% | -17.3% | -13.5% |
| 1Y | -26.3% | +11.0% | -37.3% | -31.1% |
| 3Y | +227.8% | +75.5% | +152.3% | +134.7% |
| 5Y | +79.3% | +68.4% | +10.9% | +29.4% |
| 10Y | +401.1% | +315.7% | +85.4% | +114.9% |
| All | +494.5% | +777.9% | -283.3% | +64.4% |
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 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