+310.0%
VOO vs FICO
+544.0%
-233.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.7% | -0.4% | +1.7% |
| 7D | +0.1% | -0.1% | +0.1% | +0.1% |
| 30D | -3.3% | +8.4% | -11.7% | -5.8% |
| 3M | -2.4% | -30.5% | +28.1% | +3.8% |
| 6M | +2.6% | -35.7% | +38.3% | +9.5% |
| YTD | +11.3% | -57.2% | +68.5% | +31.4% |
| 1Y | +13.4% | -58.4% | +71.9% | +34.9% |
| 3Y | +80.3% | -24.8% | +105.1% | +65.5% |
| 5Y | +72.7% | +79.3% | -6.6% | +10.3% |
| 10Y | +310.0% | +531.6% | -221.6% | +57.5% |
| All | +310.0% | +544.0% | -233.9% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FICO.
Daily Out/Under-Performance
Portfolio return minus FICO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FICO 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 FICO 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