-43.5%
FTRE vs VOO
+78.0%
-121.4%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +2.4% |
| 7D | -8.6% | -2.0% | -6.6% | -5.4% |
| 30D | -12.8% | -1.7% | -11.1% | -10.3% |
| 3M | +4.2% | +4.7% | -0.6% | -4.9% |
| 6M | +90.2% | +12.6% | +77.6% | +54.5% |
| YTD | -1.3% | +11.8% | -13.1% | -18.0% |
| 1Y | +70.0% | +17.5% | +52.5% | +31.9% |
| 3Y | -34.8% | +77.0% | -111.8% | -67.9% |
| All | -43.5% | +78.0% | -121.4% | -72.2% |
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