+188.2%
FCAP vs VOO
+314.0%
-125.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.3% | -2.5% |
| 7D | +2.5% | +0.5% | +1.9% | +2.2% |
| 30D | -1.7% | -0.9% | -0.8% | -1.2% |
| 3M | -0.6% | +3.9% | -4.5% | -2.7% |
| 6M | +27.0% | +14.5% | +12.4% | +17.7% |
| YTD | +7.6% | +13.0% | -5.3% | +0.5% |
| 1Y | +48.9% | +19.4% | +29.5% | +34.6% |
| 3Y | +117.7% | +78.9% | +38.8% | +54.3% |
| 5Y | +68.5% | +82.3% | -13.8% | +15.6% |
| 10Y | +188.2% | +314.2% | -126.1% | +37.6% |
| All | +188.2% | +314.0% | -125.9% | +37.6% |
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