+82.8%
FCBC vs VOO
+79.1%
+3.7%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.5% |
| 7D | +0.1% | +0.5% | -0.5% | -0.3% |
| 30D | -0.1% | -0.9% | +0.8% | +0.6% |
| 3M | +11.9% | +3.9% | +8.0% | +8.5% |
| 6M | +23.5% | +14.5% | +8.9% | +10.9% |
| YTD | +50.4% | +13.0% | +37.5% | +36.5% |
| 1Y | +35.4% | +19.4% | +16.0% | +17.1% |
| 3Y | +82.8% | +78.9% | +3.9% | +18.6% |
| All | +82.8% | +79.1% | +3.7% | +18.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling