+635.9%
FBNC vs VOO
+802.4%
-166.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.5% |
| 7D | +0.5% | -2.0% | +2.5% | +2.7% |
| 30D | -0.8% | -1.7% | +0.8% | +1.0% |
| 3M | +6.8% | +4.7% | +2.0% | +1.2% |
| 6M | +17.5% | +12.6% | +4.9% | +2.5% |
| YTD | +28.4% | +11.8% | +16.6% | +12.9% |
| 1Y | +20.2% | +17.5% | +2.6% | -0.2% |
| 3Y | +148.9% | +77.0% | +71.9% | +30.9% |
| 5Y | +80.5% | +82.6% | -2.1% | -10.2% |
| 10Y | +297.7% | +320.0% | -22.3% | -31.3% |
| All | +635.9% | +802.4% | -166.5% | -71.8% |
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