+16.6%
FXD vs VOO
+75.1%
-58.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -1.5% |
| 7D | -1.9% | -0.9% | -1.0% | -1.0% |
| 30D | +10.3% | -2.3% | +12.6% | +12.9% |
| 3M | +1.2% | -1.2% | +2.4% | +2.3% |
| 6M | +10.8% | +3.3% | +7.5% | +6.4% |
| YTD | +5.4% | +12.3% | -6.9% | -7.8% |
| 1Y | +8.8% | +12.5% | -3.7% | -5.0% |
| 3Y | +47.2% | +79.2% | -32.0% | -23.9% |
| 5Y | +16.6% | +75.7% | -59.1% | -38.3% |
| All | +16.6% | +75.1% | -58.5% | -38.3% |
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