-22.3%
FBL vs VOO
+14.7%
-37.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.1% | -1.8% |
| 7D | +5.3% | -0.7% | +6.0% | +7.5% |
| 30D | -29.5% | -1.1% | -28.4% | -26.9% |
| 3M | +7.1% | -0.3% | +7.4% | +9.5% |
| 6M | -8.0% | +7.4% | -15.3% | -23.3% |
| YTD | -28.0% | +13.4% | -41.3% | -49.9% |
| 1Y | -22.3% | +14.8% | -37.1% | -47.3% |
| All | -22.3% | +14.7% | -37.0% | -47.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling