+626.1%
FBP vs VOO
+325.3%
+300.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -1.2% |
| 7D | -2.9% | -0.8% | -2.1% | -1.9% |
| 30D | -4.5% | -1.1% | -3.5% | -3.3% |
| 3M | +11.6% | +3.9% | +7.7% | +6.0% |
| 6M | +38.9% | +13.6% | +25.3% | +17.3% |
| YTD | +36.9% | +12.7% | +24.2% | +16.7% |
| 1Y | +28.7% | +17.6% | +11.2% | +3.7% |
| 3Y | +123.9% | +77.3% | +46.6% | +4.8% |
| 5Y | +164.3% | +84.1% | +80.2% | +17.4% |
| All | +626.1% | +325.3% | +300.8% | -15.1% |
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