-98.2%
FTCI vs VOO
+98.5%
-196.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +1.2% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | -14.2% | +0.1% | -14.3% | -14.1% |
| 3M | -53.1% | +2.0% | -55.1% | -54.7% |
| 6M | -65.9% | +13.0% | -78.9% | -73.2% |
| YTD | -76.8% | +13.6% | -90.4% | -81.8% |
| 1Y | -57.8% | +20.1% | -77.8% | -70.1% |
| 3Y | -87.3% | +77.6% | -164.8% | -95.9% |
| 5Y | -97.5% | +82.4% | -180.0% | -99.2% |
| All | -98.2% | +98.5% | -196.8% | -99.5% |
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