+165.2%
FTDR vs VOO
+196.3%
-31.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.6% |
| 7D | -3.8% | -2.0% | -1.8% | -2.3% |
| 30D | -4.8% | -1.7% | -3.1% | -3.6% |
| 3M | +18.6% | +4.7% | +13.8% | +14.4% |
| 6M | +23.0% | +12.6% | +10.4% | +12.4% |
| YTD | +37.9% | +11.8% | +26.1% | +26.6% |
| 1Y | +25.6% | +17.5% | +8.0% | +10.9% |
| 3Y | +147.6% | +77.0% | +70.6% | +61.7% |
| 5Y | +75.5% | +82.6% | -7.1% | +11.4% |
| All | +165.2% | +196.3% | -31.1% | +49.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling