+136.0%
FVCB vs VOO
+317.9%
-181.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.1% | -1.7% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | -5.8% | -3.3% | -2.5% | -3.2% |
| 3M | -11.7% | -2.4% | -9.3% | -10.0% |
| 6M | +4.2% | +2.6% | +1.6% | +1.4% |
| YTD | +19.1% | +11.3% | +7.8% | +7.9% |
| 1Y | +34.6% | +13.4% | +21.2% | +19.8% |
| 3Y | +54.2% | +80.3% | -26.1% | -7.7% |
| 5Y | +1.7% | +72.7% | -71.0% | -38.1% |
| 10Y | +136.0% | +310.0% | -174.0% | -26.4% |
| All | +136.0% | +317.9% | -181.9% | -26.4% |
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