+13.0%
FTBD vs VOO
+96.7%
-83.8%
-7.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -1.4% | +2.6% | -4.0% | -1.7% |
| 30D | +0.4% | -2.0% | +2.4% | +0.6% |
| 3M | -2.2% | -2.8% | +0.6% | -1.9% |
| 6M | -1.9% | +2.2% | -4.0% | -2.2% |
| YTD | -1.2% | +11.5% | -12.8% | -2.5% |
| 1Y | -0.9% | +13.5% | -14.4% | -2.3% |
| 3Y | +16.3% | +78.1% | -61.8% | +6.9% |
| All | +13.0% | +96.7% | -83.8% | +3.3% |
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