+427.5%
FVD vs VOO
+817.1%
-389.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | -0.9% | +0.1% | -1.0% | -1.0% |
| 3M | +6.7% | +2.0% | +4.7% | +4.8% |
| 6M | +2.0% | +13.0% | -11.0% | -7.4% |
| YTD | +10.0% | +13.6% | -3.6% | -0.7% |
| 1Y | +10.9% | +20.1% | -9.2% | -4.2% |
| 3Y | +37.3% | +77.6% | -40.2% | -13.9% |
| 5Y | +35.1% | +82.4% | -47.3% | -18.2% |
| 10Y | +129.5% | +316.8% | -187.3% | -30.6% |
| All | +427.5% | +817.1% | -389.6% | -18.5% |
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