+47.1%
FBIOP vs VOO
+77.5%
-30.4%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.4% |
| 7D | +5.0% | -0.6% | +5.6% | +5.1% |
| 30D | -12.2% | -3.6% | -8.6% | -11.9% |
| 3M | -19.4% | -2.7% | -16.6% | -19.1% |
| 6M | +16.0% | +2.2% | +13.7% | +15.8% |
| YTD | +65.0% | +10.9% | +54.1% | +63.4% |
| 1Y | +135.5% | +11.3% | +124.2% | +133.0% |
| All | +47.1% | +77.5% | -30.4% | +72.3% |
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