+138.2%
FSTR vs VOO
+82.6%
+55.6%
-47.8%
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% | +2.1% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | -9.3% | +0.1% | -9.4% | -9.4% |
| 3M | -9.5% | +2.0% | -11.5% | -10.9% |
| 6M | +21.0% | +13.0% | +8.0% | +10.3% |
| YTD | +41.1% | +13.6% | +27.5% | +28.2% |
| 1Y | +39.9% | +20.1% | +19.8% | +21.9% |
| 3Y | +114.2% | +77.6% | +36.6% | +52.2% |
| All | +138.2% | +82.6% | +55.6% | +63.4% |
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