-38.2%
FSOL vs VOO
+15.0%
-53.2%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.3% | -6.1% | -8.8% |
| 7D | -5.2% | +0.1% | -5.3% | -6.0% |
| 30D | -20.1% | -3.3% | -16.8% | -13.7% |
| 3M | +17.2% | -2.4% | +19.6% | +24.2% |
| 6M | -7.0% | +2.6% | -9.6% | -12.5% |
| YTD | -29.9% | +11.3% | -41.2% | -42.4% |
| All | -38.2% | +15.0% | -53.2% | -52.4% |
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