+369.5%
FCN vs VOO
+309.6%
+59.8%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.3% |
| 7D | +3.6% | +2.6% | +1.1% | +2.5% |
| 30D | +44.8% | -2.0% | +46.8% | +45.8% |
| 3M | +32.2% | -2.8% | +35.0% | +33.5% |
| 6M | +40.0% | +2.2% | +37.9% | +38.1% |
| YTD | +18.7% | +11.5% | +7.2% | +12.3% |
| 1Y | +22.9% | +13.5% | +9.5% | +15.3% |
| 3Y | -8.5% | +78.1% | -86.5% | -30.9% |
| 5Y | +38.4% | +73.1% | -34.7% | +4.9% |
| All | +369.5% | +309.6% | +59.8% | +74.1% |
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