-8.5%
FCN vs VOO
+78.5%
-86.9%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.2% |
| 7D | +3.6% | +2.6% | +1.1% | +3.1% |
| 30D | +44.8% | -2.0% | +46.8% | +45.3% |
| 3M | +32.2% | -2.8% | +35.0% | +32.9% |
| 6M | +40.0% | +2.2% | +37.9% | +38.8% |
| YTD | +18.7% | +11.5% | +7.2% | +14.1% |
| 1Y | +22.9% | +13.5% | +9.5% | +17.3% |
| 3Y | -8.5% | +78.1% | -86.5% | -32.0% |
| All | -8.5% | +78.5% | -86.9% | -32.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling