+156.7%
FSBC vs VOO
+94.6%
+62.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | -1.4% | -0.6% | -0.8% | -1.0% |
| 30D | +4.6% | -3.6% | +8.3% | +7.5% |
| 3M | -3.4% | -2.7% | -0.7% | -1.5% |
| 6M | +7.1% | +2.2% | +4.8% | +4.8% |
| YTD | +26.4% | +10.9% | +15.6% | +16.0% |
| 1Y | +31.3% | +11.3% | +20.0% | +20.1% |
| 3Y | +125.9% | +76.9% | +49.0% | +45.6% |
| 5Y | +82.3% | +73.5% | +8.8% | +19.7% |
| All | +156.7% | +94.6% | +62.0% | +53.9% |
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