+686.9%
FDBC vs VOO
+817.1%
-130.1%
-55.7%
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% | +0.3% |
| 7D | +2.6% | +0.1% | +2.4% | +2.5% |
| 30D | +3.0% | +0.1% | +2.9% | +2.9% |
| 3M | +18.1% | +2.0% | +16.1% | +16.4% |
| 6M | +23.9% | +13.0% | +10.9% | +14.3% |
| YTD | +29.9% | +13.6% | +16.4% | +19.4% |
| 1Y | +26.2% | +20.1% | +6.1% | +11.8% |
| 3Y | +30.7% | +77.6% | -46.8% | -8.3% |
| 5Y | +20.5% | +82.4% | -62.0% | -17.6% |
| 10Y | +230.9% | +316.8% | -86.0% | +65.5% |
| All | +686.9% | +817.1% | -130.1% | +288.4% |
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