+58.2%
FCG vs VOO
+309.6%
-251.5%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.4% |
| 7D | +6.6% | +2.6% | +4.0% | +3.7% |
| 30D | -2.4% | -2.0% | -0.4% | -0.8% |
| 3M | +1.5% | -2.8% | +4.3% | +3.9% |
| 6M | +1.1% | +2.2% | -1.0% | -2.6% |
| YTD | +29.3% | +11.5% | +17.8% | +12.0% |
| 1Y | +27.7% | +13.5% | +14.2% | +8.3% |
| 3Y | +30.3% | +78.1% | -47.7% | -34.0% |
| 5Y | +84.8% | +73.1% | +11.7% | -3.9% |
| All | +58.2% | +309.6% | -251.5% | -69.1% |
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