-88.6%
FBGL vs VOO
+28.7%
-117.2%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.6% | +5.3% | +5.4% |
| 7D | -0.3% | +0.5% | -0.8% | -0.8% |
| 30D | -6.2% | -0.9% | -5.2% | -5.2% |
| 3M | -21.5% | +3.9% | -25.4% | -24.5% |
| 6M | +3.9% | +14.5% | -10.6% | -12.0% |
| YTD | -59.3% | +13.0% | -72.2% | -65.3% |
| 1Y | -27.0% | +19.4% | -46.4% | -42.4% |
| All | -88.6% | +28.7% | -117.2% | -89.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling