+275.5%
FSBW vs VOO
+314.0%
-38.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.4% |
| 7D | +1.5% | +0.5% | +1.0% | +1.1% |
| 30D | 0.0% | -0.9% | +1.0% | +0.7% |
| 3M | +6.7% | +3.9% | +2.8% | +3.4% |
| 6M | +10.7% | +14.5% | -3.9% | -0.4% |
| YTD | +6.8% | +13.0% | -6.1% | -3.0% |
| 1Y | +5.9% | +19.4% | -13.6% | -8.0% |
| 3Y | +58.3% | +78.9% | -20.6% | +1.4% |
| 5Y | +49.0% | +82.3% | -33.3% | -7.8% |
| 10Y | +275.5% | +314.2% | -38.7% | +42.8% |
| All | +275.5% | +314.0% | -38.5% | +42.8% |
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