+81.5%
FOCT vs VOO
+139.9%
-58.4%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | +0.9% | +0.1% | +0.9% | +0.9% |
| 3M | +2.9% | +2.0% | +0.9% | +1.6% |
| 6M | +9.4% | +13.0% | -3.6% | +1.2% |
| YTD | +9.9% | +13.6% | -3.6% | +1.4% |
| 1Y | +15.9% | +20.1% | -4.2% | +3.2% |
| 3Y | +40.5% | +77.6% | -37.0% | -2.9% |
| 5Y | +56.6% | +82.4% | -25.9% | +4.7% |
| All | +81.5% | +139.9% | -58.4% | +0.2% |
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 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