+538.8%
FCBC vs VOO
+806.9%
-268.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -1.3% |
| 7D | -3.4% | -0.9% | -2.5% | -2.6% |
| 30D | -5.4% | -2.3% | -3.0% | -3.4% |
| 3M | -6.7% | -1.2% | -5.6% | -6.0% |
| 6M | +8.5% | +3.3% | +5.1% | +4.0% |
| YTD | +41.5% | +12.3% | +29.1% | +24.0% |
| 1Y | +44.7% | +12.5% | +32.2% | +26.5% |
| 3Y | +59.6% | +79.2% | -19.6% | -14.9% |
| 5Y | +66.1% | +75.7% | -9.5% | -11.8% |
| 10Y | +140.6% | +313.7% | -173.1% | -55.5% |
| All | +538.8% | +806.9% | -268.1% | -67.9% |
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