+79.4%
FSBC vs VOO
+75.1%
+4.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | -0.5% |
| 7D | -1.9% | -0.9% | -1.0% | -1.3% |
| 30D | +4.5% | -2.3% | +6.8% | +6.3% |
| 3M | -4.8% | -1.2% | -3.6% | -4.1% |
| 6M | +9.4% | +3.3% | +6.1% | +6.3% |
| YTD | +27.1% | +12.3% | +14.8% | +15.5% |
| 1Y | +31.3% | +12.5% | +18.8% | +19.2% |
| 3Y | +127.0% | +79.2% | +47.8% | +45.1% |
| 5Y | +79.4% | +75.7% | +3.7% | +17.5% |
| All | +79.4% | +75.1% | +4.3% | +17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling