+226.5%
FCPT vs VOO
+346.2%
-119.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | -0.9% | +0.1% | -0.9% | -0.9% |
| 3M | +6.7% | +2.0% | +4.7% | +4.2% |
| 6M | +1.6% | +13.0% | -11.5% | -9.7% |
| YTD | +12.5% | +13.6% | -1.1% | -0.7% |
| 1Y | +2.8% | +20.1% | -17.3% | -14.0% |
| 3Y | +18.6% | +77.6% | -58.9% | -34.4% |
| 5Y | +13.6% | +82.4% | -68.9% | -40.5% |
| 10Y | +98.1% | +316.8% | -218.7% | -50.4% |
| All | +226.5% | +346.2% | -119.7% | -23.2% |
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