+21.0%
FSK vs VOO
+317.9%
-296.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.3% | -1.2% | -0.8% |
| 7D | +3.5% | +0.1% | +3.4% | +3.2% |
| 30D | +9.2% | -3.3% | +12.5% | +12.1% |
| 3M | -1.2% | -2.4% | +1.2% | +0.6% |
| 6M | +18.0% | +2.6% | +15.4% | +14.9% |
| YTD | -9.4% | +11.3% | -20.7% | -17.7% |
| 1Y | -7.8% | +13.4% | -21.3% | -17.7% |
| 3Y | -4.5% | +80.3% | -84.8% | -43.9% |
| 5Y | +13.9% | +72.7% | -58.8% | -31.2% |
| 10Y | +21.0% | +310.0% | -289.0% | -64.8% |
| All | +21.0% | +317.9% | -296.9% | -64.8% |
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