+554.2%
FXR vs VOO
+817.1%
-262.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +1.0% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | -4.9% | +0.1% | -5.0% | -5.0% |
| 3M | +0.2% | +2.0% | -1.8% | -2.0% |
| 6M | -1.9% | +13.0% | -14.9% | -14.2% |
| YTD | +9.4% | +13.6% | -4.2% | -4.8% |
| 1Y | +10.7% | +20.1% | -9.3% | -9.4% |
| 3Y | +45.6% | +77.6% | -31.9% | -22.5% |
| 5Y | +47.6% | +82.4% | -34.9% | -24.0% |
| 10Y | +220.8% | +316.8% | -96.0% | -36.3% |
| All | +554.2% | +817.1% | -262.9% | -49.6% |
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