+204.4%
FCBC vs VOO
+315.3%
-110.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -1.4% |
| 7D | -2.9% | -0.4% | -2.5% | -2.6% |
| 30D | -0.9% | -1.4% | +0.4% | +0.3% |
| 3M | +9.0% | +3.7% | +5.3% | +5.2% |
| 6M | +20.7% | +13.0% | +7.7% | +7.5% |
| YTD | +47.7% | +12.4% | +35.3% | +32.0% |
| 1Y | +35.2% | +18.6% | +16.6% | +14.9% |
| 3Y | +79.5% | +78.1% | +1.4% | +4.7% |
| 5Y | +100.6% | +82.3% | +18.3% | +12.5% |
| 10Y | +204.4% | +322.5% | -118.1% | -34.3% |
| All | +204.4% | +315.3% | -110.9% | -34.3% |
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