+57.6%
FCLD vs VOO
+85.2%
-27.7%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | 0.0% |
| 7D | +5.9% | +3.3% | +2.6% | +1.2% |
| 30D | -11.8% | -2.7% | -9.1% | -8.1% |
| 3M | -6.6% | -1.7% | -4.9% | -3.9% |
| 6M | +16.6% | +3.1% | +13.5% | +12.2% |
| YTD | +34.9% | +11.9% | +23.0% | +15.7% |
| 1Y | +27.0% | +12.1% | +14.9% | +8.8% |
| 3Y | +105.7% | +78.6% | +27.1% | -7.5% |
| 5Y | +46.4% | +73.8% | -27.4% | -31.0% |
| All | +57.6% | +85.2% | -27.7% | -30.0% |
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