+86.2%
FCAP vs VOO
+72.6%
+13.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.4% |
| 7D | +4.3% | +2.6% | +1.7% | +3.8% |
| 30D | +5.3% | -2.0% | +7.3% | +5.7% |
| 3M | -0.2% | -2.8% | +2.6% | +0.4% |
| 6M | +17.7% | +2.2% | +15.6% | +17.3% |
| YTD | +11.7% | +11.5% | +0.2% | +9.5% |
| 1Y | +47.5% | +13.5% | +34.0% | +43.9% |
| 3Y | +172.6% | +78.1% | +94.5% | +147.4% |
| All | +86.2% | +72.6% | +13.6% | +71.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling