+161.9%
FCAP vs VOO
+317.9%
-156.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.8% | -0.7% |
| 7D | -2.3% | +0.1% | -2.3% | -2.3% |
| 30D | 0.0% | -3.3% | +3.3% | +1.8% |
| 3M | -1.7% | -2.4% | +0.7% | -0.5% |
| 6M | +10.4% | +2.6% | +7.8% | +8.6% |
| YTD | +7.7% | +11.3% | -3.6% | +1.2% |
| 1Y | +45.3% | +13.4% | +31.9% | +34.9% |
| 3Y | +171.7% | +80.3% | +91.4% | +90.8% |
| 5Y | +80.7% | +72.7% | +8.0% | +28.4% |
| 10Y | +161.9% | +310.0% | -148.2% | +21.7% |
| All | +161.9% | +317.9% | -156.0% | +21.7% |
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