-16.0%
FC vs VOO
+317.9%
-333.9%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.3% | -6.4% | -6.6% |
| 7D | -10.7% | +0.1% | -10.8% | -10.9% |
| 30D | -14.7% | -3.3% | -11.3% | -11.6% |
| 3M | -29.0% | -2.4% | -26.6% | -27.3% |
| 6M | -30.1% | +2.6% | -32.7% | -32.3% |
| YTD | -7.7% | +11.3% | -19.0% | -18.3% |
| 1Y | +4.0% | +13.4% | -9.4% | -9.9% |
| 3Y | -57.8% | +80.3% | -138.1% | -77.5% |
| 5Y | -66.2% | +72.7% | -138.9% | -81.2% |
| 10Y | -16.0% | +310.0% | -326.1% | -80.4% |
| All | -16.0% | +317.9% | -333.9% | -80.4% |
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