+890.8%
FSS vs VOO
+314.0%
+576.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.3% |
| 7D | +4.1% | +0.5% | +3.5% | +3.5% |
| 30D | -7.7% | -0.9% | -6.7% | -6.8% |
| 3M | +10.8% | +3.9% | +6.9% | +6.8% |
| 6M | +9.1% | +14.5% | -5.4% | -4.2% |
| YTD | +9.3% | +13.0% | -3.6% | -2.7% |
| 1Y | -4.8% | +19.4% | -24.2% | -19.6% |
| 3Y | +110.8% | +78.9% | +31.9% | +22.5% |
| 5Y | +206.5% | +82.3% | +124.2% | +73.8% |
| 10Y | +890.8% | +314.2% | +576.6% | +143.0% |
| All | +890.8% | +314.0% | +576.8% | +143.0% |
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