+42.5%
FBIOP vs VOO
+236.4%
-193.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | +5.0% | -0.6% | +5.6% | +5.2% |
| 30D | -12.2% | -3.6% | -8.6% | -10.9% |
| 3M | -19.4% | -2.7% | -16.6% | -18.5% |
| 6M | +16.0% | +2.2% | +13.7% | +14.8% |
| YTD | +65.0% | +10.9% | +54.1% | +57.8% |
| 1Y | +135.5% | +11.3% | +124.2% | +124.8% |
| 3Y | +47.3% | +76.9% | -29.6% | +12.5% |
| 5Y | -15.3% | +73.5% | -88.9% | -35.1% |
| All | +42.5% | +236.4% | -193.9% | -12.8% |
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 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