+356.8%
FCN vs VOO
+817.1%
-460.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.9% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | -1.0% | +0.1% | -1.0% | -1.0% |
| 3M | -2.8% | +2.0% | -4.8% | -4.2% |
| 6M | -8.1% | +13.0% | -21.1% | -14.8% |
| YTD | -11.2% | +13.6% | -24.8% | -18.0% |
| 1Y | -10.0% | +20.1% | -30.0% | -19.6% |
| 3Y | -17.2% | +77.6% | -94.8% | -42.2% |
| 5Y | +9.1% | +82.4% | -73.3% | -26.4% |
| 10Y | +239.1% | +316.8% | -77.8% | +16.4% |
| All | +356.8% | +817.1% | -460.3% | -12.7% |
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