-18.0%
FSV vs VOO
+73.2%
-91.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.9% |
| 7D | +0.4% | +3.3% | -2.9% | -2.3% |
| 30D | +17.9% | -2.7% | +20.5% | +20.3% |
| 3M | +8.8% | -1.7% | +10.6% | +10.2% |
| 6M | +18.4% | +3.1% | +15.3% | +14.8% |
| YTD | -0.2% | +11.9% | -12.2% | -10.0% |
| 1Y | -0.6% | +12.1% | -12.6% | -10.5% |
| 3Y | +9.2% | +78.6% | -69.4% | -38.7% |
| All | -18.0% | +73.2% | -91.3% | -51.7% |
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