+36.5%
FBIOP vs VOO
+239.6%
-203.1%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -4.5% |
| 7D | -0.3% | +3.3% | -3.5% | -1.6% |
| 30D | -13.8% | -2.7% | -11.2% | -12.9% |
| 3M | -22.2% | -1.7% | -20.5% | -21.7% |
| 6M | +12.4% | +3.1% | +9.3% | +10.9% |
| YTD | +58.1% | +11.9% | +46.1% | +50.6% |
| 1Y | +120.6% | +12.1% | +108.5% | +110.0% |
| 3Y | +41.1% | +78.6% | -37.5% | +7.3% |
| 5Y | -19.1% | +73.8% | -92.9% | -38.0% |
| All | +36.5% | +239.6% | -203.1% | -16.8% |
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