+168.1%
FTDR vs VOO
+198.1%
-30.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | -0.8% | -0.4% | -0.4% | -0.5% |
| 30D | -4.2% | -1.4% | -2.8% | -3.1% |
| 3M | +22.1% | +3.7% | +18.4% | +18.7% |
| 6M | +21.2% | +13.0% | +8.1% | +10.4% |
| YTD | +39.4% | +12.4% | +27.0% | +27.4% |
| 1Y | +23.1% | +18.6% | +4.5% | +8.0% |
| 3Y | +150.3% | +78.1% | +72.2% | +62.7% |
| 5Y | +74.0% | +82.3% | -8.2% | +10.5% |
| All | +168.1% | +198.1% | -30.0% | +49.9% |
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 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