+494.0%
FSV vs VOO
+324.3%
+169.7%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.6% |
| 7D | +5.6% | -2.7% | +8.3% | +7.8% |
| 30D | +20.7% | -5.4% | +26.1% | +25.7% |
| 3M | +7.5% | -4.1% | +11.6% | +10.8% |
| 6M | +16.1% | +0.7% | +15.3% | +14.9% |
| YTD | -0.9% | +8.7% | -9.6% | -7.6% |
| 1Y | +0.4% | +11.0% | -10.6% | -8.0% |
| 3Y | +7.7% | +75.5% | -67.7% | -32.7% |
| 5Y | -19.2% | +68.4% | -87.6% | -47.8% |
| 10Y | +306.3% | +315.7% | -9.4% | +35.4% |
| All | +494.0% | +324.3% | +169.7% | +101.8% |
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