+445.2%
FVD vs VOO
+803.9%
-358.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | +0.2% | +3.3% | -3.1% | -2.2% |
| 30D | +7.2% | -2.7% | +9.8% | +9.1% |
| 3M | +2.4% | -1.7% | +4.2% | +3.5% |
| 6M | +10.6% | +3.1% | +7.5% | +7.4% |
| YTD | +13.7% | +11.9% | +1.8% | +3.5% |
| 1Y | +14.1% | +12.1% | +2.0% | +3.7% |
| 3Y | +47.3% | +78.6% | -31.2% | -8.3% |
| 5Y | +38.3% | +73.8% | -35.5% | -13.2% |
| 10Y | +140.3% | +312.3% | -172.0% | -26.9% |
| All | +445.2% | +803.9% | -358.6% | -15.1% |
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