+562.7%
FCF vs VOO
+795.4%
-232.7%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.5% |
| 7D | +0.5% | -0.6% | +1.1% | +1.0% |
| 30D | +7.0% | -3.6% | +10.6% | +11.1% |
| 3M | -0.7% | -2.7% | +2.0% | +1.9% |
| 6M | +15.4% | +2.2% | +13.2% | +11.5% |
| YTD | +28.9% | +10.9% | +18.0% | +13.3% |
| 1Y | +38.0% | +11.3% | +26.7% | +20.6% |
| 3Y | +87.3% | +76.9% | +10.4% | -4.7% |
| 5Y | +56.7% | +73.5% | -16.9% | -20.1% |
| 10Y | +169.1% | +307.7% | -138.5% | -55.5% |
| All | +562.7% | +795.4% | -232.7% | -71.8% |
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