+69.5%
FCBC vs VOO
+72.0%
-2.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.6% | -0.8% |
| 7D | -4.0% | +0.1% | -4.1% | -4.1% |
| 30D | -3.3% | -3.3% | +0.1% | -1.2% |
| 3M | -5.0% | -2.4% | -2.6% | -3.7% |
| 6M | +6.7% | +2.6% | +4.1% | +4.4% |
| YTD | +43.1% | +11.3% | +31.8% | +32.1% |
| 1Y | +48.5% | +13.4% | +35.0% | +35.1% |
| 3Y | +63.4% | +80.3% | -16.9% | +10.1% |
| 5Y | +69.5% | +72.7% | -3.2% | +16.6% |
| All | +69.5% | +72.0% | -2.4% | +16.6% |
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 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