-35.8%
FSOL vs VOO
+12.0%
-47.8%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.4% | -0.8% | +4.6% |
| 7D | -9.8% | -4.7% | -5.1% | +0.5% |
| 30D | -25.5% | -5.9% | -19.6% | -14.3% |
| 3M | +20.9% | -4.5% | +25.4% | +34.7% |
| 6M | +3.5% | +1.9% | +1.6% | -1.3% |
| YTD | -27.2% | +8.4% | -35.6% | -36.5% |
| All | -35.8% | +12.0% | -47.8% | -47.6% |
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