+294.1%
FBNC vs VOO
+325.3%
-31.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.4% |
| 7D | -1.1% | -0.8% | -0.4% | -0.4% |
| 30D | -2.1% | -1.1% | -1.1% | -1.2% |
| 3M | +5.3% | +3.9% | +1.4% | +1.2% |
| 6M | +18.8% | +13.6% | +5.1% | +4.2% |
| YTD | +27.6% | +12.7% | +14.9% | +12.9% |
| 1Y | +18.4% | +17.6% | +0.8% | +0.3% |
| 3Y | +149.6% | +77.3% | +72.3% | +41.2% |
| 5Y | +79.4% | +84.1% | -4.7% | -3.3% |
| All | +294.1% | +325.3% | -31.2% | -16.1% |
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