+411.8%
FXD vs VOO
+806.9%
-395.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.5% |
| 1Y | +8.8% | +12.5% | -3.7% | -4.7% |
| 3Y | +47.2% | +79.2% | -32.0% | -22.2% |
| 5Y | +16.6% | +75.7% | -59.1% | -36.6% |
| 10Y | +123.2% | +313.7% | -190.5% | -50.8% |
| All | +411.8% | +806.9% | -395.2% | -52.5% |
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