+456.8%
FSI vs VOO
+817.1%
-360.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.9% |
| 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% | -11.3% |
| 6M | +7.9% | +13.0% | -5.2% | -0.3% |
| YTD | -14.3% | +13.6% | -27.9% | -21.1% |
| 1Y | -42.2% | +20.1% | -62.2% | -48.4% |
| 3Y | +116.7% | +77.6% | +39.1% | +53.7% |
| 5Y | +64.2% | +82.4% | -18.2% | +13.0% |
| 10Y | +214.4% | +316.8% | -102.5% | +34.4% |
| All | +456.8% | +817.1% | -360.2% | +49.9% |
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 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