+23.9%
FCAL vs VOO
+258.2%
-234.2%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | +0.6% | -0.6% | +1.2% | +0.7% |
| 30D | +4.1% | -3.6% | +7.7% | +4.2% |
| 3M | -0.9% | -2.7% | +1.8% | -0.8% |
| 6M | -1.1% | +2.2% | -3.4% | -1.2% |
| YTD | +0.3% | +10.9% | -10.6% | -0.2% |
| 1Y | +0.7% | +11.3% | -10.6% | +0.2% |
| 3Y | +11.0% | +76.9% | -65.9% | +7.7% |
| 5Y | +1.7% | +73.5% | -71.8% | -1.4% |
| All | +23.9% | +258.2% | -234.2% | +14.3% |
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