+512.2%
FBP vs VOO
+817.1%
-304.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.7% |
| 7D | +1.8% | +0.1% | +1.7% | +1.6% |
| 30D | -1.2% | +0.1% | -1.2% | -1.3% |
| 3M | +18.2% | +2.0% | +16.2% | +14.4% |
| 6M | +36.2% | +13.0% | +23.2% | +14.4% |
| YTD | +40.9% | +13.6% | +27.4% | +17.5% |
| 1Y | +30.8% | +20.1% | +10.8% | +0.8% |
| 3Y | +117.3% | +77.6% | +39.7% | -3.6% |
| 5Y | +164.2% | +82.4% | +81.8% | +12.0% |
| 10Y | +616.2% | +316.8% | +299.4% | -8.1% |
| All | +512.2% | +817.1% | -304.9% | -74.9% |
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