+602.4%
FRBA vs VOO
+749.7%
-147.3%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +0.3% | +2.6% | -2.3% | -1.4% |
| 30D | +13.0% | -2.0% | +14.9% | +14.2% |
| 3M | +4.5% | -2.8% | +7.3% | +6.2% |
| 6M | +35.0% | +2.2% | +32.8% | +32.5% |
| YTD | +22.7% | +11.5% | +11.1% | +13.6% |
| 1Y | +28.3% | +13.5% | +14.8% | +17.4% |
| 3Y | +76.6% | +78.1% | -1.5% | +21.0% |
| 5Y | +41.2% | +73.1% | -32.0% | -2.4% |
| 10Y | +124.9% | +310.7% | -185.8% | +11.3% |
| All | +602.4% | +749.7% | -147.3% | +266.0% |
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