-42.8%
FSOL vs VOO
+15.2%
-58.0%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -0.6% |
| 7D | -10.9% | +2.6% | -13.5% | -15.9% |
| 30D | -22.9% | -2.0% | -20.9% | -19.3% |
| 3M | +5.0% | -2.8% | +7.8% | +12.5% |
| 6M | -12.3% | +2.2% | -14.5% | -16.4% |
| YTD | -35.1% | +11.5% | -46.6% | -46.9% |
| All | -42.8% | +15.2% | -58.0% | -56.1% |
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