-99.7%
FBLG vs VOO
+61.4%
-161.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.8% | -7.8% | -7.2% |
| 7D | -11.0% | -0.8% | -10.3% | -10.8% |
| 30D | +45.0% | -1.1% | +46.1% | +45.4% |
| 3M | +67.0% | +3.9% | +63.1% | +64.8% |
| 6M | -76.3% | +13.6% | -90.0% | -77.1% |
| YTD | -64.2% | +12.7% | -76.9% | -65.2% |
| 1Y | -85.8% | +17.6% | -103.3% | -86.3% |
| All | -99.7% | +61.4% | -161.2% | -98.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling