+91.0%
FAUG vs VOO
+174.1%
-83.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +0.1% |
| 7D | -0.4% | -0.8% | +0.3% | 0.0% |
| 30D | +0.2% | -1.1% | +1.3% | +0.9% |
| 3M | +3.3% | +3.9% | -0.6% | +0.8% |
| 6M | +8.9% | +13.6% | -4.7% | +0.6% |
| YTD | +8.8% | +12.7% | -3.9% | +1.0% |
| 1Y | +12.0% | +17.6% | -5.6% | +1.2% |
| 3Y | +49.6% | +77.3% | -27.7% | +4.6% |
| 5Y | +55.0% | +84.1% | -29.1% | +5.0% |
| All | +91.0% | +174.1% | -83.1% | -1.3% |
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