+45.9%
FBK vs VOO
+80.3%
-34.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.0% |
| 7D | -3.6% | -2.0% | -1.6% | -1.7% |
| 30D | -10.5% | -1.7% | -8.9% | -9.0% |
| 3M | +2.2% | +4.7% | -2.6% | -2.6% |
| 6M | +7.4% | +12.6% | -5.1% | -5.0% |
| YTD | -0.5% | +11.8% | -12.2% | -11.4% |
| 1Y | +4.8% | +17.5% | -12.7% | -11.4% |
| 3Y | +95.6% | +77.0% | +18.7% | +12.4% |
| 5Y | +45.9% | +82.6% | -36.7% | -18.6% |
| All | +45.9% | +80.3% | -34.4% | -18.6% |
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