+39.2%
FBT vs VOO
+12.4%
+26.8%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.3% | +0.4% | +0.8% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | +3.1% | -3.3% | +6.4% | +5.9% |
| 3M | +6.9% | -2.4% | +9.3% | +9.0% |
| 6M | +30.5% | +2.6% | +27.9% | +27.1% |
| YTD | +32.4% | +11.3% | +21.2% | +17.4% |
| All | +39.2% | +12.4% | +26.8% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling