+36.6%
FOCL vs VOO
+800.4%
-763.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.4% | -4.3% | -4.4% |
| 7D | -2.1% | +2.6% | -4.7% | -3.8% |
| 30D | -18.5% | -2.0% | -16.6% | -17.4% |
| 3M | -29.8% | -2.8% | -27.0% | -28.4% |
| 6M | -21.9% | +2.2% | -24.0% | -23.3% |
| YTD | -1.2% | +11.5% | -12.7% | -8.5% |
| 1Y | +53.3% | +13.5% | +39.8% | +40.1% |
| 3Y | -23.2% | +78.1% | -101.3% | -49.6% |
| 5Y | -44.3% | +73.1% | -117.5% | -63.6% |
| 10Y | +2.2% | +310.7% | -308.5% | -68.1% |
| All | +36.6% | +800.4% | -763.9% | -73.7% |
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