+75.5%
VOO vs FICO
-24.3%
+99.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | -2.7% | -0.9% | -1.8% | -2.6% |
| 30D | -5.4% | +3.3% | -8.7% | -5.9% |
| 3M | -4.1% | -31.7% | +27.7% | -1.5% |
| 6M | +0.7% | -34.0% | +34.7% | +2.7% |
| YTD | +8.7% | -58.3% | +67.1% | +18.0% |
| 1Y | +11.0% | -57.9% | +68.9% | +20.2% |
| 3Y | +75.5% | -24.1% | +99.5% | +64.1% |
| All | +75.5% | -24.3% | +99.7% | +64.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling