+716.3%
FBT vs VOO
+803.9%
-87.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.1% |
| 7D | +2.2% | +3.3% | -1.1% | -0.9% |
| 30D | +4.4% | -2.7% | +7.1% | +7.2% |
| 3M | +4.7% | -1.7% | +6.5% | +6.5% |
| 6M | +27.5% | +3.1% | +24.3% | +23.3% |
| YTD | +31.3% | +11.9% | +19.4% | +17.4% |
| 1Y | +33.6% | +12.1% | +21.5% | +19.3% |
| 3Y | +101.9% | +78.6% | +23.4% | +13.2% |
| 5Y | +73.3% | +73.8% | -0.5% | -0.9% |
| 10Y | +177.4% | +312.3% | -134.9% | -40.0% |
| All | +716.3% | +803.9% | -87.5% | -19.6% |
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