-17.4%
FC vs VOO
+306.9%
-324.3%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -3.9% | -3.9% |
| 7D | -13.6% | -0.6% | -13.0% | -13.1% |
| 30D | -18.3% | -3.6% | -14.6% | -15.1% |
| 3M | -30.9% | -2.7% | -28.1% | -28.9% |
| 6M | -33.0% | +2.2% | -35.3% | -35.0% |
| YTD | -11.6% | +10.9% | -22.5% | -21.5% |
| 1Y | -0.5% | +11.3% | -11.9% | -12.0% |
| 3Y | -60.8% | +76.9% | -137.7% | -78.7% |
| 5Y | -68.4% | +73.5% | -141.9% | -82.5% |
| 10Y | -17.4% | +307.7% | -325.1% | -80.6% |
| All | -17.4% | +306.9% | -324.3% | -80.6% |
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