+90.4%
FUSB vs VOO
+775.2%
-684.8%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.4% | +3.1% | -0.2% |
| 7D | -1.0% | -4.7% | +3.8% | +0.2% |
| 30D | +0.9% | -5.9% | +6.8% | +2.5% |
| 3M | -1.0% | -4.5% | +3.6% | +0.2% |
| 6M | +4.3% | +1.9% | +2.5% | +3.6% |
| YTD | +19.3% | +8.4% | +10.9% | +16.5% |
| 1Y | +23.5% | +9.5% | +14.1% | +20.3% |
| 3Y | +105.4% | +75.3% | +30.1% | +74.2% |
| 5Y | +62.9% | +67.9% | -5.0% | +38.9% |
| 10Y | +95.6% | +314.4% | -218.9% | +28.8% |
| All | +90.4% | +775.2% | -684.8% | +7.4% |
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