+251.9%
FSBW vs VOO
+317.9%
-66.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.1% | -1.4% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | -0.3% | -3.3% | +3.0% | +2.0% |
| 3M | +2.1% | -2.4% | +4.5% | +3.7% |
| 6M | +8.2% | +2.6% | +5.6% | +5.4% |
| YTD | +9.0% | +11.3% | -2.3% | -0.3% |
| 1Y | +9.3% | +13.4% | -4.1% | -1.6% |
| 3Y | +63.0% | +80.3% | -17.2% | +3.0% |
| 5Y | +46.0% | +72.7% | -26.7% | -6.1% |
| 10Y | +251.9% | +310.0% | -58.1% | +28.4% |
| All | +251.9% | +317.9% | -66.0% | +28.4% |
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