+14.9%
FTCB vs VOO
+79.2%
-64.2%
-5.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | -0.1% |
| 7D | -1.4% | +2.6% | -4.0% | -1.5% |
| 30D | +0.9% | -2.0% | +2.9% | +1.0% |
| 3M | -2.0% | -2.8% | +0.8% | -1.9% |
| 6M | -2.1% | +2.2% | -4.2% | -2.2% |
| YTD | -2.0% | +11.5% | -13.5% | -2.5% |
| 1Y | -1.5% | +13.5% | -15.0% | -2.1% |
| 3Y | +15.7% | +78.1% | -62.3% | +8.3% |
| All | +14.9% | +79.2% | -64.2% | +7.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling