-88.1%
FBGL vs VOO
+27.3%
-115.5%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.4% | +4.5% |
| 7D | +2.5% | -2.0% | +4.5% | +4.7% |
| 30D | +0.2% | -1.7% | +1.9% | +2.1% |
| 3M | -27.1% | +4.7% | -31.8% | -30.3% |
| 6M | -16.5% | +12.6% | -29.1% | -28.0% |
| YTD | -57.8% | +11.8% | -69.6% | -63.7% |
| 1Y | -37.1% | +17.5% | -54.6% | -49.4% |
| All | -88.1% | +27.3% | -115.5% | -89.2% |
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 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