+67.7%
FBL vs VOO
+79.7%
-12.0%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.3% | -5.1% | -7.5% |
| 7D | -0.8% | -0.9% | +0.1% | +1.9% |
| 30D | -30.0% | -2.3% | -27.6% | -24.6% |
| 3M | +2.5% | -1.2% | +3.6% | +7.3% |
| 6M | -4.9% | +3.3% | -8.2% | -12.3% |
| YTD | -28.5% | +12.3% | -40.9% | -47.6% |
| 1Y | -22.6% | +12.5% | -35.1% | -43.5% |
| All | +67.7% | +79.7% | -12.0% | -66.5% |
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