+567.7%
FYX vs VOO
+807.8%
-240.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.2% |
| 7D | -1.1% | -0.4% | -0.7% | -0.7% |
| 30D | -2.7% | -1.4% | -1.4% | -1.2% |
| 3M | +3.8% | +3.7% | +0.1% | -0.6% |
| 6M | +17.6% | +13.0% | +4.6% | +2.0% |
| YTD | +24.4% | +12.4% | +12.0% | +8.6% |
| 1Y | +31.4% | +18.6% | +12.8% | +7.9% |
| 3Y | +74.3% | +78.1% | -3.8% | -10.3% |
| 5Y | +61.9% | +82.3% | -20.4% | -19.1% |
| 10Y | +219.9% | +322.5% | -102.6% | -40.0% |
| All | +567.7% | +807.8% | -240.2% | -54.8% |
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