+157.3%
FSBC vs VOO
+95.7%
+61.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | +0.5% | +2.6% | -2.1% | -1.5% |
| 30D | +4.8% | -2.0% | +6.8% | +6.3% |
| 3M | -5.4% | -2.8% | -2.6% | -3.5% |
| 6M | +10.3% | +2.2% | +8.2% | +8.1% |
| YTD | +26.8% | +11.5% | +15.2% | +15.8% |
| 1Y | +30.7% | +13.5% | +17.2% | +17.7% |
| 3Y | +126.6% | +78.1% | +48.6% | +45.4% |
| 5Y | +80.0% | +73.1% | +6.9% | +18.3% |
| All | +157.3% | +95.7% | +61.6% | +53.6% |
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