+33.9%
FBLA vs VOO
+34.0%
-0.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | +1.1% | -0.4% | +1.4% | +1.2% |
| 30D | +2.1% | -1.4% | +3.4% | +2.7% |
| 3M | +12.1% | +3.7% | +8.3% | +10.2% |
| 6M | +20.9% | +13.0% | +7.8% | +13.9% |
| YTD | +23.6% | +12.4% | +11.1% | +16.7% |
| 1Y | +32.4% | +18.6% | +13.8% | +21.5% |
| All | +33.9% | +34.0% | -0.1% | +16.0% |
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