+218.1%
FXR vs VOO
+325.3%
-107.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.6% |
| 7D | -2.4% | -0.8% | -1.6% | -1.6% |
| 30D | -6.9% | -1.1% | -5.8% | -5.8% |
| 3M | -2.4% | +3.9% | -6.3% | -6.3% |
| 6M | +1.3% | +13.6% | -12.4% | -11.5% |
| YTD | +6.8% | +12.7% | -5.9% | -5.8% |
| 1Y | +7.2% | +17.6% | -10.4% | -9.6% |
| 3Y | +47.2% | +77.3% | -30.1% | -19.4% |
| 5Y | +47.9% | +84.1% | -36.3% | -22.4% |
| All | +218.1% | +325.3% | -107.2% | -34.2% |
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