-30.7%
FOCL vs VOO
+80.3%
-111.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.7% |
| 7D | -0.2% | -2.0% | +1.7% | +0.6% |
| 30D | -30.8% | -1.7% | -29.1% | -30.3% |
| 3M | -10.7% | +4.7% | -15.5% | -12.6% |
| 6M | -5.2% | +12.6% | -17.8% | -10.1% |
| YTD | +26.4% | +11.8% | +14.7% | +20.8% |
| 1Y | +56.4% | +17.5% | +38.8% | +46.6% |
| 3Y | -33.5% | +77.0% | -110.5% | -44.7% |
| 5Y | -30.7% | +82.6% | -113.2% | -43.4% |
| All | -30.7% | +80.3% | -111.0% | -43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling