+56.6%
FCG vs VOO
+311.2%
-254.6%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.9% | +1.9% |
| 7D | +5.6% | +3.3% | +2.3% | +2.1% |
| 30D | -4.6% | -2.7% | -1.9% | -2.2% |
| 3M | -0.4% | -1.7% | +1.4% | +0.8% |
| 6M | +0.1% | +3.1% | -3.0% | -4.5% |
| YTD | +28.0% | +11.9% | +16.1% | +10.4% |
| 1Y | +26.7% | +12.1% | +14.6% | +9.0% |
| 3Y | +29.8% | +78.6% | -48.8% | -34.5% |
| 5Y | +83.0% | +73.8% | +9.2% | -5.2% |
| All | +56.6% | +311.2% | -254.6% | -69.6% |
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 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