+46.4%
FBTC vs VOO
+63.4%
-17.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.0% |
| 7D | -9.2% | +2.6% | -11.7% | -12.2% |
| 30D | -15.8% | -2.0% | -13.8% | -13.4% |
| 3M | +8.7% | -2.8% | +11.4% | +13.0% |
| 6M | -13.6% | +2.2% | -15.8% | -15.8% |
| YTD | -21.5% | +11.5% | -33.0% | -31.3% |
| 1Y | -29.9% | +13.5% | -43.4% | -40.0% |
| All | +46.4% | +63.4% | -17.0% | -20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling