-94.1%
FBGL vs VOO
+27.0%
-121.1%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.0% |
| 7D | -6.0% | +2.6% | -8.5% | -8.3% |
| 30D | -14.6% | -2.0% | -12.6% | -13.0% |
| 3M | -48.2% | -2.8% | -45.5% | -46.5% |
| 6M | -62.5% | +2.2% | -64.6% | -63.3% |
| YTD | -78.9% | +11.5% | -90.4% | -81.7% |
| 1Y | -66.4% | +13.5% | -79.9% | -71.5% |
| All | -94.1% | +27.0% | -121.1% | -94.6% |
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