+2,295.3%
FSS vs VOO
+798.5%
+1,496.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.3% | +1.0% | +0.6% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | +3.2% | -3.3% | +6.5% | +7.3% |
| 3M | -8.5% | -2.4% | -6.1% | -5.9% |
| 6M | -0.7% | +2.6% | -3.3% | -3.5% |
| YTD | +8.4% | +11.3% | -2.9% | -4.0% |
| 1Y | +6.4% | +13.4% | -7.0% | -7.8% |
| 3Y | +84.2% | +80.3% | +3.9% | -5.8% |
| 5Y | +156.0% | +72.7% | +83.3% | +35.8% |
| 10Y | +871.8% | +310.0% | +561.7% | +54.9% |
| All | +2,295.3% | +798.5% | +1,496.8% | -9.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling