+457.7%
FSV vs VOO
+343.3%
+114.4%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | -0.4% | +0.1% | -0.4% | -0.4% |
| 3M | +3.4% | +2.0% | +1.4% | +1.6% |
| 6M | -4.0% | +13.0% | -17.0% | -13.0% |
| YTD | -6.9% | +13.6% | -20.5% | -16.0% |
| 1Y | -28.2% | +20.1% | -48.2% | -38.1% |
| 3Y | -3.8% | +77.6% | -81.4% | -40.2% |
| 5Y | -21.3% | +82.4% | -103.7% | -52.0% |
| 10Y | +213.5% | +316.8% | -103.3% | +4.1% |
| All | +457.7% | +343.3% | +114.4% | +83.5% |
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