+31.3%
FSBC vs VOO
+12.0%
+19.3%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | -1.4% | -0.6% | -0.8% | -1.0% |
| 30D | +4.6% | -3.6% | +8.3% | +6.6% |
| 3M | -3.4% | -2.7% | -0.7% | -2.0% |
| 6M | +7.1% | +2.2% | +4.8% | +5.5% |
| YTD | +26.4% | +10.9% | +15.6% | +17.8% |
| 1Y | +31.3% | +11.3% | +20.0% | +22.3% |
| All | +31.3% | +12.0% | +19.3% | +22.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling