+13.7%
FTBD vs VOO
+98.8%
-85.2%
-7.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.2% |
| 7D | -1.2% | -0.8% | -0.4% | -1.1% |
| 30D | -1.2% | -1.1% | -0.2% | -1.1% |
| 3M | -2.0% | +3.9% | -5.9% | -2.4% |
| 6M | -1.2% | +13.6% | -14.9% | -2.6% |
| YTD | -0.6% | +12.7% | -13.3% | -2.0% |
| 1Y | -0.3% | +17.6% | -17.9% | -2.1% |
| 3Y | +15.6% | +77.3% | -61.7% | +6.2% |
| All | +13.7% | +98.8% | -85.2% | +3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling