+89.9%
FSCO vs VOO
+99.8%
-9.9%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.6% |
| 7D | +3.4% | -0.6% | +4.0% | +3.6% |
| 30D | +4.8% | -3.6% | +8.4% | +6.9% |
| 3M | +7.4% | -2.7% | +10.1% | +8.9% |
| 6M | +8.2% | +2.2% | +6.0% | +6.7% |
| YTD | -7.5% | +10.9% | -18.4% | -12.7% |
| 1Y | -7.9% | +11.3% | -19.3% | -13.3% |
| 3Y | +29.5% | +76.9% | -47.4% | -3.7% |
| All | +89.9% | +99.8% | -9.9% | +32.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling