+23.5%
FCAL vs VOO
+261.5%
-238.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.6% |
| 7D | -0.4% | +3.3% | -3.7% | -0.6% |
| 30D | +3.1% | -2.7% | +5.8% | +3.2% |
| 3M | -1.3% | -1.7% | +0.4% | -1.3% |
| 6M | -1.3% | +3.1% | -4.4% | -1.4% |
| YTD | 0.0% | +11.9% | -12.0% | -0.6% |
| 1Y | +0.3% | +12.1% | -11.8% | -0.3% |
| 3Y | +10.6% | +78.6% | -67.9% | +7.3% |
| 5Y | +1.4% | +73.8% | -72.4% | -1.7% |
| All | +23.5% | +261.5% | -238.0% | +13.9% |
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