+265.6%
FVCB vs VOO
+327.3%
-61.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.5% |
| 7D | -3.7% | -2.7% | -1.0% | -1.7% |
| 30D | -6.6% | -5.4% | -1.2% | -2.6% |
| 3M | -12.9% | -4.1% | -8.8% | -10.2% |
| 6M | +3.3% | +0.7% | +2.5% | +2.3% |
| YTD | +18.8% | +8.7% | +10.0% | +10.7% |
| 1Y | +34.9% | +11.0% | +23.9% | +23.6% |
| 3Y | +47.6% | +75.5% | -27.9% | -4.6% |
| 5Y | +1.9% | +68.4% | -66.4% | -33.2% |
| 10Y | +130.5% | +315.7% | -185.1% | -9.4% |
| All | +265.6% | +327.3% | -61.7% | +47.2% |
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 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