+43.4%
FOCL vs VOO
+321.7%
-278.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.6% |
| 7D | -0.2% | -2.0% | +1.7% | +1.0% |
| 30D | -30.8% | -1.7% | -29.1% | -30.1% |
| 3M | -10.7% | +4.7% | -15.5% | -13.6% |
| 6M | -5.2% | +12.6% | -17.8% | -12.5% |
| YTD | +26.4% | +11.8% | +14.7% | +17.9% |
| 1Y | +56.4% | +17.5% | +38.8% | +41.1% |
| 3Y | -33.5% | +77.0% | -110.5% | -53.9% |
| 5Y | -30.7% | +82.6% | -113.2% | -53.9% |
| All | +43.4% | +321.7% | -278.3% | -39.6% |
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