+2,337.6%
FSS vs VOO
+817.1%
+1,520.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.2% |
| 6M | +2.5% | +13.0% | -10.5% | -10.8% |
| YTD | +10.3% | +13.6% | -3.3% | -4.6% |
| 1Y | -4.1% | +20.1% | -24.1% | -22.1% |
| 3Y | +100.8% | +77.6% | +23.3% | +4.7% |
| 5Y | +200.0% | +82.4% | +117.6% | +49.0% |
| 10Y | +892.6% | +316.8% | +575.8% | +55.3% |
| All | +2,337.6% | +817.1% | +1,520.5% | -9.8% |
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