+565.3%
FCAP vs VOO
+777.9%
-212.5%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | -0.4% | -2.7% | +2.3% | +0.7% |
| 30D | -3.1% | -5.4% | +2.3% | -1.0% |
| 3M | -2.1% | -4.1% | +2.0% | -0.5% |
| 6M | +13.1% | +0.7% | +12.4% | +12.6% |
| YTD | +7.1% | +8.7% | -1.6% | +3.4% |
| 1Y | +43.6% | +11.0% | +32.7% | +37.3% |
| 3Y | +176.5% | +75.5% | +101.1% | +118.2% |
| 5Y | +80.6% | +68.4% | +12.2% | +43.3% |
| 10Y | +160.4% | +315.7% | -155.3% | +58.7% |
| All | +565.3% | +777.9% | -212.5% | +304.6% |
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