+65.6%
FSBW vs VOO
+75.5%
-9.9%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | -0.1% |
| 7D | -0.4% | -2.7% | +2.3% | +1.2% |
| 30D | -0.7% | -5.4% | +4.7% | +2.7% |
| 3M | +2.0% | -4.1% | +6.1% | +4.4% |
| 6M | +7.4% | +0.7% | +6.7% | +6.1% |
| YTD | +8.7% | +8.7% | 0.0% | +1.4% |
| 1Y | +17.7% | +11.0% | +6.8% | +8.0% |
| 3Y | +65.6% | +75.5% | -9.8% | +6.4% |
| All | +65.6% | +75.5% | -9.9% | +6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling