+7.7%
FSV vs VOO
+75.5%
-67.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | +5.6% | -2.7% | +8.3% | +7.3% |
| 30D | +20.7% | -5.4% | +26.1% | +24.7% |
| 3M | +7.5% | -4.1% | +11.6% | +10.1% |
| 6M | +16.1% | +0.7% | +15.3% | +15.0% |
| YTD | -0.9% | +8.7% | -9.6% | -6.5% |
| 1Y | +0.4% | +11.0% | -10.6% | -6.5% |
| 3Y | +7.7% | +75.5% | -67.7% | -38.1% |
| All | +7.7% | +75.5% | -67.8% | -38.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling