+58.7%
FBY vs VOO
+72.6%
-13.9%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.9% |
| 7D | +4.9% | +2.6% | +2.3% | +1.9% |
| 30D | -10.4% | -2.0% | -8.4% | -8.3% |
| 3M | +4.4% | -2.8% | +7.1% | +7.8% |
| 6M | 0.0% | +2.2% | -2.2% | -2.4% |
| YTD | -6.9% | +11.5% | -18.4% | -17.8% |
| 1Y | -1.8% | +13.5% | -15.3% | -15.1% |
| 3Y | +49.7% | +78.1% | -28.4% | -23.6% |
| All | +58.7% | +72.6% | -13.9% | -14.6% |
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 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