+175.2%
FBT vs VOO
+315.9%
-140.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -0.7% |
| 7D | +1.5% | +0.1% | +1.4% | +1.4% |
| 30D | +8.8% | +0.1% | +8.7% | +8.8% |
| 3M | +20.0% | +2.0% | +18.0% | +17.6% |
| 6M | +32.4% | +13.0% | +19.4% | +18.6% |
| YTD | +31.2% | +13.6% | +17.6% | +17.0% |
| 1Y | +55.0% | +20.1% | +34.9% | +31.6% |
| 3Y | +75.0% | +77.6% | -2.6% | +4.4% |
| 5Y | +57.7% | +82.4% | -24.7% | -8.6% |
| All | +175.2% | +315.9% | -140.7% | -39.5% |
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 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