+41.3%
FTDR vs VOO
+14.7%
+26.6%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.6% | +3.2% | +3.5% |
| 7D | +10.3% | -0.7% | +11.0% | +10.9% |
| 30D | +19.6% | -1.1% | +20.7% | +20.5% |
| 3M | +21.0% | -0.3% | +21.3% | +21.2% |
| 6M | +45.5% | +7.4% | +38.1% | +35.3% |
| YTD | +61.0% | +13.4% | +47.6% | +39.1% |
| 1Y | +41.3% | +14.8% | +26.5% | +19.9% |
| All | +41.3% | +14.7% | +26.6% | +19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling