+182.3%
FCF vs VOO
+314.0%
-131.7%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.6% |
| 7D | +2.8% | +0.5% | +2.2% | +2.3% |
| 30D | -1.9% | -0.9% | -1.0% | -1.0% |
| 3M | +10.7% | +3.9% | +6.8% | +6.4% |
| 6M | +24.3% | +14.5% | +9.7% | +8.2% |
| YTD | +27.8% | +13.0% | +14.9% | +12.8% |
| 1Y | +22.4% | +19.4% | +3.0% | +2.0% |
| 3Y | +86.0% | +78.9% | +7.1% | +2.8% |
| 5Y | +91.8% | +82.3% | +9.5% | +2.8% |
| 10Y | +182.3% | +314.2% | -131.9% | -41.0% |
| All | +182.3% | +314.0% | -131.7% | -41.0% |
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