+657.6%
FBL vs VOO
+95.8%
+561.8%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.9% | -0.5% | +13.4% | +14.2% |
| 7D | +20.6% | -0.4% | +21.0% | +21.8% |
| 30D | +18.1% | -1.4% | +19.5% | +23.0% |
| 3M | +15.5% | +3.7% | +11.8% | +4.4% |
| 6M | -12.1% | +13.0% | -25.2% | -37.0% |
| YTD | -18.8% | +12.4% | -31.2% | -40.7% |
| 1Y | -43.3% | +18.6% | -61.9% | -64.1% |
| 3Y | +116.6% | +78.1% | +38.5% | -50.0% |
| All | +657.6% | +95.8% | +561.8% | +34.5% |
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 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