+201.5%
FBK vs VOO
+321.8%
-120.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.2% |
| 7D | +0.9% | +0.5% | +0.3% | +0.3% |
| 30D | -7.7% | -0.9% | -6.7% | -6.8% |
| 3M | +6.2% | +3.9% | +2.3% | +1.8% |
| 6M | +9.6% | +14.5% | -5.0% | -5.3% |
| YTD | +1.4% | +13.0% | -11.5% | -11.0% |
| 1Y | +5.7% | +19.4% | -13.8% | -12.5% |
| 3Y | +99.4% | +78.9% | +20.5% | +10.3% |
| 5Y | +49.3% | +82.3% | -33.0% | -19.3% |
| All | +201.5% | +321.8% | -120.4% | -27.4% |
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