+184.2%
FBT vs VOO
+317.9%
-133.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.3% | +0.4% | +0.7% |
| 7D | -0.1% | +0.1% | -0.2% | -0.2% |
| 30D | +3.1% | -3.3% | +6.4% | +6.2% |
| 3M | +6.9% | -2.4% | +9.3% | +9.2% |
| 6M | +30.5% | +2.6% | +27.9% | +27.3% |
| YTD | +32.4% | +11.3% | +21.2% | +20.4% |
| 1Y | +40.6% | +13.4% | +27.2% | +25.7% |
| 3Y | +103.4% | +80.3% | +23.1% | +20.4% |
| 5Y | +72.3% | +72.7% | -0.4% | +5.5% |
| 10Y | +184.2% | +310.0% | -125.8% | -28.9% |
| All | +184.2% | +317.9% | -133.7% | -28.9% |
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 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