+653.0%
FTC vs VOO
+795.4%
-142.4%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | -1.3% | -0.6% | -0.7% | -0.6% |
| 30D | -8.1% | -3.6% | -4.5% | -4.3% |
| 3M | -8.6% | -2.7% | -5.9% | -5.7% |
| 6M | -5.0% | +2.2% | -7.2% | -6.6% |
| YTD | +4.9% | +10.9% | -6.0% | -5.0% |
| 1Y | +2.9% | +11.3% | -8.4% | -7.1% |
| 3Y | +69.8% | +76.9% | -7.1% | -4.3% |
| 5Y | +41.7% | +73.5% | -31.8% | -18.3% |
| 10Y | +261.4% | +307.7% | -46.3% | -12.8% |
| All | +653.0% | +795.4% | -142.4% | -20.7% |
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