+403.6%
FXD vs VOO
+800.4%
-396.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | +0.4% | +2.6% | -2.2% | -2.3% |
| 30D | +8.6% | -2.0% | +10.6% | +10.8% |
| 3M | -0.4% | -2.8% | +2.3% | +2.4% |
| 6M | +11.1% | +2.2% | +9.0% | +8.1% |
| YTD | +3.7% | +11.5% | -7.8% | -8.3% |
| 1Y | +8.0% | +13.5% | -5.5% | -6.3% |
| 3Y | +45.5% | +78.1% | -32.6% | -22.6% |
| 5Y | +13.8% | +73.1% | -59.3% | -37.2% |
| 10Y | +119.7% | +310.7% | -191.1% | -51.2% |
| All | +403.6% | +800.4% | -396.8% | -52.9% |
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