+319.1%
FYT vs VOO
+649.8%
-330.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.2% |
| 7D | -2.1% | -2.0% | -0.1% | -0.1% |
| 30D | -2.9% | -1.7% | -1.3% | -1.2% |
| 3M | +4.9% | +4.7% | +0.1% | -0.3% |
| 6M | +15.8% | +12.6% | +3.3% | +2.0% |
| YTD | +25.1% | +11.8% | +13.3% | +10.9% |
| 1Y | +27.7% | +17.5% | +10.2% | +7.5% |
| 3Y | +53.8% | +77.0% | -23.1% | -15.3% |
| 5Y | +53.9% | +82.6% | -28.7% | -18.2% |
| 10Y | +168.8% | +320.0% | -151.1% | -35.6% |
| All | +319.1% | +649.8% | -330.7% | -38.4% |
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