-1.2%
FCNCO vs VOO
+74.1%
-75.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | +0.2% |
| 7D | -2.9% | -0.8% | -2.1% | -2.6% |
| 30D | -2.8% | -1.1% | -1.7% | -2.5% |
| 3M | -2.0% | +3.9% | -5.8% | -3.2% |
| 6M | -8.7% | +13.6% | -22.4% | -12.6% |
| YTD | -2.2% | +12.7% | -14.9% | -6.2% |
| 1Y | -7.2% | +17.6% | -24.8% | -12.3% |
| 3Y | +14.7% | +77.3% | -62.6% | -8.3% |
| All | -1.2% | +74.1% | -75.3% | -23.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling