+180.0%
FCVT vs VOO
+315.9%
-136.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | -2.2% | +0.1% | -2.3% | -2.2% |
| 3M | -8.0% | +2.0% | -10.0% | -9.0% |
| 6M | +9.3% | +13.0% | -3.8% | +1.4% |
| YTD | +15.9% | +13.6% | +2.3% | +7.3% |
| 1Y | +24.0% | +20.1% | +3.9% | +11.1% |
| 3Y | +61.5% | +77.6% | -16.1% | +13.1% |
| 5Y | +27.7% | +82.4% | -54.8% | -12.6% |
| All | +180.0% | +315.9% | -136.0% | +32.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling