+1.7%
FXA vs VOO
+80.3%
-78.6%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -0.6% | -2.0% | +1.4% | +0.1% |
| 30D | +1.5% | -1.7% | +3.2% | +2.0% |
| 3M | +2.6% | +4.7% | -2.1% | +1.0% |
| 6M | +1.1% | +12.6% | -11.4% | -2.7% |
| YTD | +8.1% | +11.8% | -3.6% | +4.2% |
| 1Y | +9.4% | +17.5% | -8.2% | +3.7% |
| 3Y | +16.8% | +77.0% | -60.2% | -4.3% |
| 5Y | +1.7% | +82.6% | -80.9% | -18.6% |
| All | +1.7% | +80.3% | -78.6% | -18.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling