+461.7%
FBP vs VOO
+800.4%
-338.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.8% |
| 7D | +0.6% | +2.6% | -2.0% | -2.8% |
| 30D | -2.0% | -2.0% | 0.0% | +0.2% |
| 3M | -10.4% | -2.8% | -7.6% | -7.5% |
| 6M | +15.1% | +2.2% | +12.9% | +10.5% |
| YTD | +29.3% | +11.5% | +17.8% | +9.9% |
| 1Y | +31.9% | +13.5% | +18.4% | +9.3% |
| 3Y | +104.8% | +78.1% | +26.7% | -10.2% |
| 5Y | +115.0% | +73.1% | +41.9% | -2.1% |
| 10Y | +438.7% | +310.7% | +127.9% | -30.2% |
| All | +461.7% | +800.4% | -338.7% | -76.5% |
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