+1,181.8%
FCNCA vs VOO
+810.0%
+371.8%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.5% |
| 7D | -1.6% | -0.8% | -0.8% | -0.8% |
| 30D | -4.2% | -1.1% | -3.2% | -3.2% |
| 3M | +2.7% | +3.9% | -1.1% | -1.6% |
| 6M | +17.1% | +13.6% | +3.5% | +1.8% |
| YTD | +1.6% | +12.7% | -11.1% | -11.0% |
| 1Y | +11.1% | +17.6% | -6.5% | -6.9% |
| 3Y | +65.7% | +77.3% | -11.6% | -9.1% |
| 5Y | +155.9% | +84.1% | +71.8% | +35.0% |
| 10Y | +702.7% | +323.5% | +379.1% | +80.8% |
| All | +1,181.8% | +810.0% | +371.8% | +28.8% |
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