+727.5%
FSS vs VOO
+311.2%
+416.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -0.9% | -0.9% |
| 7D | +2.7% | +3.3% | -0.6% | -0.5% |
| 30D | +0.7% | -2.7% | +3.4% | +3.5% |
| 3M | -8.8% | -1.7% | -7.1% | -7.1% |
| 6M | -0.1% | +3.1% | -3.2% | -2.9% |
| YTD | +6.4% | +11.9% | -5.6% | -4.4% |
| 1Y | +4.0% | +12.1% | -8.0% | -6.6% |
| 3Y | +78.5% | +78.6% | 0.0% | +3.9% |
| 5Y | +147.4% | +73.8% | +73.6% | +47.0% |
| All | +727.5% | +311.2% | +416.3% | +97.7% |
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