+164.3%
FCVT vs VOO
+333.2%
-168.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +0.8% |
| 7D | +0.1% | -0.9% | +1.0% | +0.7% |
| 30D | -7.9% | -2.3% | -5.6% | -6.5% |
| 3M | -11.6% | -1.2% | -10.4% | -10.9% |
| 6M | -14.8% | +3.3% | -18.1% | -16.2% |
| YTD | +3.9% | +12.3% | -8.4% | -2.6% |
| 1Y | +1.9% | +12.5% | -10.6% | -4.5% |
| 3Y | +54.3% | +79.2% | -24.9% | +10.2% |
| 5Y | +12.1% | +75.7% | -63.6% | -19.6% |
| 10Y | +158.2% | +313.7% | -155.4% | +36.2% |
| All | +164.3% | +333.2% | -168.9% | +39.0% |
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