+175.1%
FCAP vs VOO
+311.2%
-136.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.5% | +2.3% |
| 7D | +6.5% | +3.3% | +3.2% | +4.7% |
| 30D | +6.0% | -2.7% | +8.6% | +7.5% |
| 3M | +0.8% | -1.7% | +2.6% | +1.7% |
| 6M | +16.3% | +3.1% | +13.2% | +14.1% |
| YTD | +13.3% | +11.9% | +1.4% | +6.2% |
| 1Y | +51.0% | +12.1% | +39.0% | +41.2% |
| 3Y | +181.5% | +78.6% | +103.0% | +98.9% |
| 5Y | +89.3% | +73.8% | +15.5% | +34.0% |
| All | +175.1% | +311.2% | -136.1% | +26.6% |
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