+66.2%
FAB vs VOO
+79.1%
-12.9%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.7% |
| 7D | +0.1% | +3.3% | -3.2% | -2.3% |
| 30D | +5.1% | -2.7% | +7.8% | +7.2% |
| 3M | +0.4% | -1.7% | +2.2% | +1.6% |
| 6M | +11.5% | +3.1% | +8.4% | +8.2% |
| YTD | +21.3% | +11.9% | +9.4% | +9.9% |
| 1Y | +25.1% | +12.1% | +13.0% | +13.1% |
| All | +66.2% | +79.1% | -12.9% | -8.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling