-53.8%
FC vs VOO
+75.5%
-129.3%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.4% |
| 7D | -10.8% | -2.7% | -8.1% | -7.8% |
| 30D | -10.5% | -5.4% | -5.2% | -4.8% |
| 3M | -24.6% | -4.1% | -20.5% | -21.1% |
| 6M | -28.1% | +0.7% | -28.8% | -29.1% |
| YTD | -3.8% | +8.7% | -12.5% | -13.4% |
| 1Y | +1.6% | +11.0% | -9.4% | -11.0% |
| 3Y | -53.8% | +75.5% | -129.2% | -75.8% |
| All | -53.8% | +75.5% | -129.3% | -75.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling