-34.2%
FOCL vs VOO
+77.8%
-112.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.8% |
| 7D | -2.3% | +0.5% | -2.9% | -2.7% |
| 30D | -32.3% | -0.9% | -31.4% | -31.9% |
| 3M | -8.5% | +3.9% | -12.4% | -11.1% |
| 6M | +1.9% | +14.5% | -12.6% | -8.0% |
| YTD | +28.0% | +13.0% | +15.0% | +17.4% |
| 1Y | +53.6% | +19.4% | +34.2% | +36.0% |
| All | -34.2% | +77.8% | -112.0% | -55.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling