+247.7%
FSBW vs VOO
+314.4%
-66.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.2% | -1.9% |
| 7D | -2.4% | -0.9% | -1.5% | -1.9% |
| 30D | -2.2% | -2.3% | +0.1% | -0.7% |
| 3M | 0.0% | -1.2% | +1.1% | +0.6% |
| 6M | +9.3% | +3.3% | +6.0% | +6.0% |
| YTD | +7.6% | +12.3% | -4.8% | -2.3% |
| 1Y | +10.2% | +12.5% | -2.3% | -0.1% |
| 3Y | +59.7% | +79.2% | -19.5% | +1.4% |
| 5Y | +41.6% | +75.7% | -34.0% | -10.1% |
| 10Y | +247.7% | +313.7% | -65.9% | +23.8% |
| All | +247.7% | +314.4% | -66.7% | +23.8% |
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