+47.2%
FCA vs VOO
+78.5%
-31.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -1.0% | -1.1% |
| 7D | -3.3% | +2.6% | -5.8% | -4.7% |
| 30D | -6.2% | -2.0% | -4.3% | -5.2% |
| 3M | -12.0% | -2.8% | -9.2% | -10.6% |
| 6M | -28.9% | +2.2% | -31.1% | -29.8% |
| YTD | -13.0% | +11.5% | -24.5% | -18.4% |
| 1Y | -16.9% | +13.5% | -30.4% | -22.9% |
| 3Y | +47.2% | +78.1% | -30.8% | +6.5% |
| All | +47.2% | +78.5% | -31.2% | +6.5% |
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