+15.1%
FC vs VOO
+314.0%
-298.9%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | -3.6% | +0.5% | -4.1% | -4.2% |
| 30D | -13.8% | -0.9% | -12.8% | -12.9% |
| 3M | -21.5% | +3.9% | -25.4% | -24.9% |
| 6M | +52.4% | +14.5% | +37.9% | +30.7% |
| YTD | +12.1% | +13.0% | -0.9% | -2.1% |
| 1Y | -2.0% | +19.4% | -21.4% | -19.4% |
| 3Y | -55.2% | +78.9% | -134.0% | -75.9% |
| 5Y | -54.7% | +82.3% | -136.9% | -76.3% |
| 10Y | +15.1% | +314.2% | -299.1% | -74.2% |
| All | +15.1% | +314.0% | -298.9% | -74.2% |
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 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