+811.7%
FCCO vs VOO
+812.0%
-0.3%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.2% | -1.5% |
| 7D | +3.0% | +0.5% | +2.5% | +2.8% |
| 30D | -0.7% | -0.9% | +0.2% | -0.4% |
| 3M | +8.7% | +3.9% | +4.8% | +7.0% |
| 6M | +21.1% | +14.5% | +6.6% | +14.7% |
| YTD | +16.3% | +13.0% | +3.4% | +10.8% |
| 1Y | +25.4% | +19.4% | +6.0% | +16.8% |
| 3Y | +115.0% | +78.9% | +36.1% | +74.3% |
| 5Y | +97.7% | +82.3% | +15.4% | +57.9% |
| 10Y | +188.8% | +314.2% | -125.5% | +79.6% |
| All | +811.7% | +812.0% | -0.3% | +421.8% |
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