+91.8%
FBL vs VOO
+79.1%
+12.7%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | +0.5% |
| 7D | +11.9% | +0.5% | +11.4% | +10.3% |
| 30D | +5.6% | -0.9% | +6.6% | +8.8% |
| 3M | +2.1% | +3.9% | -1.8% | -8.2% |
| 6M | -21.6% | +14.5% | -36.2% | -46.1% |
| YTD | -28.1% | +13.0% | -41.0% | -48.3% |
| 1Y | -48.0% | +19.4% | -67.4% | -67.9% |
| 3Y | +91.8% | +78.9% | +13.0% | -55.8% |
| All | +91.8% | +79.1% | +12.7% | -55.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling