+163.7%
FVCB vs VOO
+315.9%
-152.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.9% |
| 7D | +2.5% | +0.1% | +2.4% | +2.4% |
| 30D | -1.4% | +0.1% | -1.5% | -1.5% |
| 3M | +17.2% | +2.0% | +15.2% | +14.9% |
| 6M | +22.5% | +13.0% | +9.5% | +9.9% |
| YTD | +36.3% | +13.6% | +22.7% | +21.7% |
| 1Y | +40.7% | +20.1% | +20.7% | +19.5% |
| 3Y | +54.9% | +77.6% | -22.7% | -5.5% |
| 5Y | +21.5% | +82.4% | -60.9% | -29.5% |
| All | +163.7% | +315.9% | -152.2% | -14.9% |
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