+588.2%
FCAP vs VOO
+817.1%
-228.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | +3.9% | +0.1% | +3.8% | +3.9% |
| 30D | -0.5% | +0.1% | -0.5% | -0.5% |
| 3M | +4.0% | +2.0% | +1.9% | +3.0% |
| 6M | +23.7% | +13.0% | +10.7% | +17.7% |
| YTD | +10.8% | +13.6% | -2.8% | +5.1% |
| 1Y | +52.7% | +20.1% | +32.6% | +41.6% |
| 3Y | +114.4% | +77.6% | +36.8% | +68.5% |
| 5Y | +78.3% | +82.4% | -4.2% | +36.7% |
| 10Y | +169.8% | +316.8% | -147.0% | +62.1% |
| All | +588.2% | +817.1% | -228.9% | +311.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling