+546.0%
FCBC vs VOO
+798.5%
-252.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.6% | -1.7% |
| 7D | -4.0% | +0.1% | -4.1% | -4.2% |
| 30D | -3.3% | -3.3% | +0.1% | -0.2% |
| 3M | -5.0% | -2.4% | -2.6% | -3.0% |
| 6M | +6.7% | +2.6% | +4.1% | +3.1% |
| YTD | +43.1% | +11.3% | +31.8% | +26.6% |
| 1Y | +48.5% | +13.4% | +35.0% | +28.6% |
| 3Y | +63.4% | +80.3% | -16.9% | -13.5% |
| 5Y | +69.5% | +72.7% | -3.2% | -8.4% |
| 10Y | +183.0% | +310.0% | -127.0% | -47.1% |
| All | +546.0% | +798.5% | -252.5% | -67.3% |
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 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