+70.5%
FSUN vs VOO
+98.6%
-28.1%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | +2.1% | +0.1% | +2.0% | +2.1% |
| 30D | +2.8% | +0.1% | +2.8% | +2.8% |
| 3M | +16.0% | +2.0% | +14.0% | +14.9% |
| 6M | +7.9% | +13.0% | -5.1% | +2.3% |
| YTD | +8.7% | +13.6% | -4.9% | +2.9% |
| 1Y | +5.9% | +20.1% | -14.2% | -1.9% |
| 3Y | +36.4% | +77.6% | -41.2% | +13.8% |
| All | +70.5% | +98.6% | -28.1% | +42.2% |
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