+607.9%
FXO vs VOO
+817.1%
-209.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | -0.5% | +0.1% | -0.6% | -0.6% |
| 3M | +13.1% | +2.0% | +11.0% | +10.2% |
| 6M | +13.9% | +13.0% | +0.8% | -0.8% |
| YTD | +11.6% | +13.6% | -2.0% | -3.3% |
| 1Y | +13.8% | +20.1% | -6.2% | -7.2% |
| 3Y | +78.1% | +77.6% | +0.5% | -5.5% |
| 5Y | +65.7% | +82.4% | -16.7% | -14.6% |
| 10Y | +238.6% | +316.8% | -78.2% | -28.3% |
| All | +607.9% | +817.1% | -209.2% | -40.1% |
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