+222.1%
FTDR vs VOO
+195.6%
+26.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.6% |
| 7D | -0.5% | +2.6% | -3.0% | -2.3% |
| 30D | +26.5% | -2.0% | +28.5% | +28.0% |
| 3M | +14.2% | -2.8% | +16.9% | +16.3% |
| 6M | +54.3% | +2.2% | +52.1% | +51.2% |
| YTD | +67.5% | +11.5% | +56.0% | +53.6% |
| 1Y | +87.6% | +13.5% | +74.1% | +69.8% |
| 3Y | +178.8% | +78.1% | +100.7% | +80.6% |
| 5Y | +159.4% | +73.1% | +86.2% | +70.3% |
| All | +222.1% | +195.6% | +26.5% | +80.8% |
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 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