+135.7%
FVCB vs VOO
+314.4%
-178.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -1.4% |
| 7D | -3.3% | -0.9% | -2.4% | -2.7% |
| 30D | -6.9% | -2.3% | -4.5% | -5.1% |
| 3M | -12.2% | -1.2% | -11.0% | -11.5% |
| 6M | +5.2% | +3.3% | +1.9% | +1.8% |
| YTD | +18.9% | +12.3% | +6.6% | +6.9% |
| 1Y | +33.6% | +12.5% | +21.1% | +19.8% |
| 3Y | +51.8% | +79.2% | -27.4% | -8.7% |
| 5Y | +2.4% | +75.7% | -73.2% | -38.6% |
| 10Y | +135.7% | +313.7% | -178.0% | -27.4% |
| All | +135.7% | +314.4% | -178.7% | -27.4% |
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 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