+463.3%
FAB vs VOO
+803.9%
-340.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.6% |
| 7D | +0.1% | +3.3% | -3.2% | -3.1% |
| 30D | +5.1% | -2.7% | +7.8% | +7.8% |
| 3M | +0.4% | -1.7% | +2.2% | +1.9% |
| 6M | +11.5% | +3.1% | +8.4% | +7.3% |
| YTD | +21.3% | +11.9% | +9.4% | +7.0% |
| 1Y | +25.1% | +12.1% | +13.0% | +10.1% |
| 3Y | +65.8% | +78.6% | -12.8% | -10.9% |
| 5Y | +55.6% | +73.8% | -18.2% | -14.5% |
| 10Y | +168.7% | +312.3% | -143.6% | -41.6% |
| All | +463.3% | +803.9% | -340.5% | -49.0% |
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