+4.1%
FBIOP vs VOO
+81.6%
-77.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | -0.2% |
| 7D | -0.7% | -0.4% | -0.3% | -0.6% |
| 30D | -4.3% | -1.4% | -2.9% | -3.9% |
| 3M | -8.0% | +3.7% | -11.7% | -9.0% |
| 6M | +36.2% | +13.0% | +23.2% | +31.5% |
| YTD | +95.9% | +12.4% | +83.5% | +89.3% |
| 1Y | +108.4% | +18.6% | +89.8% | +98.6% |
| 3Y | +77.9% | +78.1% | -0.2% | +46.4% |
| 5Y | +4.1% | +82.3% | -78.2% | -16.6% |
| All | +4.1% | +81.6% | -77.5% | -16.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling