+9.2%
FTRB vs VOO
+67.0%
-57.8%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | -0.9% | -2.0% | +1.1% | -0.8% |
| 30D | -0.7% | -1.7% | +1.0% | -0.6% |
| 3M | -0.9% | +4.7% | -5.7% | -1.1% |
| 6M | -1.8% | +12.6% | -14.3% | -2.1% |
| YTD | -1.0% | +11.8% | -12.8% | -1.4% |
| 1Y | +0.1% | +17.5% | -17.4% | -0.3% |
| All | +9.2% | +67.0% | -57.8% | +7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling