+157.2%
FSBC vs VOO
+95.3%
+61.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -1.9% | -1.4% |
| 7D | -2.3% | +0.1% | -2.4% | -2.4% |
| 30D | +4.8% | -3.3% | +8.2% | +7.5% |
| 3M | -3.3% | -2.4% | -0.9% | -1.7% |
| 6M | +7.3% | +2.6% | +4.7% | +4.7% |
| YTD | +26.7% | +11.3% | +15.4% | +16.0% |
| 1Y | +31.8% | +13.4% | +18.3% | +18.7% |
| 3Y | +130.9% | +80.3% | +50.6% | +46.8% |
| 5Y | +83.5% | +72.7% | +10.8% | +20.9% |
| All | +157.2% | +95.3% | +61.9% | +53.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling