+45.7%
FOCT vs VOO
+78.8%
-33.1%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.1% |
| 7D | -0.5% | -0.6% | +0.1% | -0.2% |
| 30D | -1.1% | -3.6% | +2.5% | +1.0% |
| 3M | +1.1% | -2.7% | +3.8% | +2.7% |
| 6M | +4.8% | +2.2% | +2.6% | +3.3% |
| YTD | +10.3% | +10.9% | -0.6% | +3.6% |
| 1Y | +11.3% | +11.3% | 0.0% | +4.2% |
| 3Y | +45.7% | +76.9% | -31.2% | +7.3% |
| All | +45.7% | +78.8% | -33.1% | +7.3% |
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