-81.0%
FWDI vs VOO
+812.0%
-893.0%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.6% | +9.3% | +9.0% |
| 7D | +10.5% | +0.5% | +9.9% | +10.2% |
| 30D | +58.4% | -0.9% | +59.4% | +59.3% |
| 3M | +65.3% | +3.9% | +61.4% | +62.6% |
| 6M | +42.0% | +14.5% | +27.5% | +33.9% |
| YTD | +3.8% | +13.0% | -9.2% | -1.0% |
| 1Y | -73.6% | +19.4% | -93.0% | -75.3% |
| 3Y | -13.2% | +78.9% | -92.0% | -33.5% |
| 5Y | -71.9% | +82.3% | -154.2% | -78.7% |
| 10Y | -55.2% | +314.2% | -369.4% | -76.1% |
| All | -81.0% | +812.0% | -893.0% | -93.6% |
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