+466.3%
FAB vs VOO
+800.4%
-334.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.9% |
| 7D | +1.7% | +2.6% | -0.8% | -0.9% |
| 30D | +6.2% | -2.0% | +8.2% | +8.1% |
| 3M | 0.0% | -2.8% | +2.8% | +2.6% |
| 6M | +13.1% | +2.2% | +10.9% | +9.8% |
| YTD | +22.0% | +11.5% | +10.5% | +8.0% |
| 1Y | +26.7% | +13.5% | +13.2% | +10.1% |
| 3Y | +67.1% | +78.1% | -11.0% | -10.0% |
| 5Y | +56.4% | +73.1% | -16.7% | -13.7% |
| 10Y | +170.1% | +310.7% | -140.6% | -41.1% |
| All | +466.3% | +800.4% | -334.1% | -48.5% |
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 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