+208.4%
FSS vs VOO
+82.6%
+125.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.2% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | -8.3% | +0.1% | -8.3% | -8.3% |
| 3M | +10.7% | +2.0% | +8.7% | +8.6% |
| 6M | +2.5% | +13.0% | -10.5% | -9.0% |
| YTD | +10.3% | +13.6% | -3.3% | -2.5% |
| 1Y | -4.1% | +20.1% | -24.1% | -19.5% |
| 3Y | +100.8% | +77.6% | +23.3% | +18.8% |
| All | +208.4% | +82.6% | +125.8% | +77.9% |
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