+70.6%
FBIOP vs VOO
+244.5%
-174.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | +0.8% | +0.1% | +0.6% | +0.7% |
| 30D | -2.2% | +0.1% | -2.3% | -2.3% |
| 3M | -11.1% | +2.0% | -13.1% | -11.9% |
| 6M | +32.5% | +13.0% | +19.5% | +25.8% |
| YTD | +97.6% | +13.6% | +84.0% | +87.1% |
| 1Y | +114.5% | +20.1% | +94.5% | +98.5% |
| 3Y | +90.2% | +77.6% | +12.6% | +45.4% |
| 5Y | +4.3% | +82.4% | -78.1% | -21.9% |
| All | +70.6% | +244.5% | -174.0% | +3.4% |
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