+105.0%
FXD vs VOO
+325.3%
-220.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +0.3% |
| 7D | -3.3% | -0.8% | -2.5% | -2.4% |
| 30D | -6.1% | -1.1% | -5.0% | -5.0% |
| 3M | -4.4% | +3.9% | -8.3% | -8.5% |
| 6M | +1.8% | +13.6% | -11.8% | -11.7% |
| YTD | -2.8% | +12.7% | -15.5% | -15.0% |
| 1Y | -5.1% | +17.6% | -22.6% | -20.7% |
| 3Y | +27.4% | +77.3% | -49.9% | -32.1% |
| 5Y | +14.0% | +84.1% | -70.1% | -41.4% |
| All | +105.0% | +325.3% | -220.3% | -54.4% |
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