+781.5%
FCCO vs VOO
+800.4%
-18.9%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | -0.8% | +2.6% | -3.3% | -1.7% |
| 30D | +2.5% | -2.0% | +4.5% | +3.3% |
| 3M | -5.0% | -2.8% | -2.3% | -4.1% |
| 6M | +11.9% | +2.2% | +9.7% | +10.8% |
| YTD | +12.5% | +11.5% | +1.0% | +7.6% |
| 1Y | +20.2% | +13.5% | +6.7% | +14.1% |
| 3Y | +103.9% | +78.1% | +25.8% | +65.8% |
| 5Y | +76.8% | +73.1% | +3.6% | +43.8% |
| 10Y | +168.9% | +310.7% | -141.8% | +68.0% |
| All | +781.5% | +800.4% | -18.9% | +406.8% |
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