+462.8%
FBP vs VOO
+806.9%
-344.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -1.9% |
| 7D | -1.2% | -0.9% | -0.3% | -0.3% |
| 30D | -2.0% | -2.3% | +0.3% | +0.7% |
| 3M | -9.1% | -1.2% | -7.9% | -8.2% |
| 6M | +12.2% | +3.3% | +8.8% | +6.1% |
| YTD | +29.6% | +12.3% | +17.2% | +9.1% |
| 1Y | +32.1% | +12.5% | +19.6% | +10.7% |
| 3Y | +105.5% | +79.2% | +26.3% | -10.6% |
| 5Y | +117.6% | +75.7% | +41.9% | -3.0% |
| 10Y | +439.7% | +313.7% | +126.0% | -30.7% |
| All | +462.8% | +806.9% | -344.1% | -76.7% |
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 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