+150.2%
FCF vs VOO
+311.2%
-161.0%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | -0.1% | +3.3% | -3.4% | -3.1% |
| 30D | +5.4% | -2.7% | +8.1% | +7.9% |
| 3M | -2.6% | -1.7% | -0.8% | -1.3% |
| 6M | +15.9% | +3.1% | +12.8% | +11.6% |
| YTD | +27.6% | +11.9% | +15.7% | +13.1% |
| 1Y | +35.3% | +12.1% | +23.2% | +19.6% |
| 3Y | +85.3% | +78.6% | +6.8% | +2.3% |
| 5Y | +56.5% | +73.8% | -17.3% | -12.0% |
| All | +150.2% | +311.2% | -161.0% | -50.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling