+53.9%
FOCT vs VOO
+72.8%
-18.9%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | 0.0% |
| 7D | -0.5% | -0.6% | +0.1% | -0.1% |
| 30D | -1.1% | -3.6% | +2.5% | +1.2% |
| 3M | +1.1% | -2.7% | +3.8% | +2.8% |
| 6M | +4.8% | +2.2% | +2.6% | +3.2% |
| YTD | +10.3% | +10.9% | -0.6% | +3.0% |
| 1Y | +11.3% | +11.3% | 0.0% | +3.6% |
| 3Y | +45.7% | +76.9% | -31.2% | -0.7% |
| 5Y | +53.9% | +73.5% | -19.6% | +4.2% |
| All | +53.9% | +72.8% | -18.9% | +4.2% |
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