+200.2%
FBCG vs VOO
+161.7%
+38.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.2% |
| 7D | -1.5% | -2.0% | +0.5% | +1.3% |
| 30D | -1.5% | -1.7% | +0.2% | +0.9% |
| 3M | +3.4% | +4.7% | -1.4% | -2.9% |
| 6M | +15.7% | +12.6% | +3.2% | -1.5% |
| YTD | +11.6% | +11.8% | -0.2% | -4.0% |
| 1Y | +16.4% | +17.5% | -1.1% | -6.5% |
| 3Y | +102.1% | +77.0% | +25.1% | -6.3% |
| 5Y | +80.8% | +82.6% | -1.8% | -17.4% |
| All | +200.2% | +161.7% | +38.4% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling