+53.4%
FBY vs VOO
+75.8%
-22.4%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.4% |
| 7D | +4.6% | +0.1% | +4.5% | +4.5% |
| 30D | +2.1% | +0.1% | +2.1% | +2.1% |
| 3M | -4.9% | +2.0% | -6.9% | -6.9% |
| 6M | -10.4% | +13.0% | -23.4% | -22.2% |
| YTD | -10.0% | +13.6% | -23.6% | -22.2% |
| 1Y | -19.5% | +20.1% | -39.6% | -34.6% |
| 3Y | +64.4% | +77.6% | -13.2% | -15.1% |
| All | +53.4% | +75.8% | -22.4% | -19.2% |
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