+312.2%
VOO vs FDX
+152.0%
+160.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | 0.0% |
| 7D | +3.3% | +0.8% | +2.5% | +3.0% |
| 30D | -2.7% | +9.9% | -12.6% | -5.6% |
| 3M | -1.7% | -1.9% | +0.2% | -1.4% |
| 6M | +3.1% | +6.1% | -3.0% | +0.6% |
| YTD | +11.9% | +38.8% | -26.9% | -0.5% |
| 1Y | +12.1% | +50.0% | -37.9% | -2.9% |
| 3Y | +78.6% | +71.0% | +7.5% | +43.0% |
| 5Y | +73.8% | +72.5% | +1.3% | +34.4% |
| All | +312.2% | +152.0% | +160.2% | +152.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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