+160.5%
FCT vs VOO
+817.6%
-657.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +0.6% | +1.7% | -1.1% | 0.0% |
| 30D | +0.9% | +2.1% | -1.2% | +0.2% |
| 3M | +1.2% | +4.6% | -3.3% | -0.5% |
| 6M | +2.4% | +12.0% | -9.6% | -1.9% |
| YTD | +3.1% | +13.6% | -10.6% | -1.8% |
| 1Y | +7.5% | +22.6% | -15.1% | -0.5% |
| 3Y | +35.7% | +80.0% | -44.3% | +8.2% |
| 5Y | +31.6% | +86.4% | -54.8% | +2.6% |
| 10Y | +73.3% | +316.5% | -243.1% | +0.1% |
| All | +160.5% | +817.6% | -657.1% | +17.1% |
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