+75.9%
FCCO vs VOO
+72.6%
+3.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | -0.8% | +2.6% | -3.3% | -1.9% |
| 30D | +2.5% | -2.0% | +4.5% | +3.4% |
| 3M | -5.0% | -2.8% | -2.3% | -3.9% |
| 6M | +11.9% | +2.2% | +9.7% | +10.6% |
| YTD | +12.5% | +11.5% | +1.0% | +6.6% |
| 1Y | +20.2% | +13.5% | +6.7% | +13.0% |
| 3Y | +103.9% | +78.1% | +25.8% | +66.2% |
| All | +75.9% | +72.6% | +3.3% | +43.5% |
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