+155.8%
FCG vs VOO
+82.3%
+73.5%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.5% |
| 7D | -0.3% | +0.5% | -0.9% | -0.8% |
| 30D | +11.9% | -0.9% | +12.9% | +12.7% |
| 3M | +9.6% | +3.9% | +5.7% | +5.6% |
| 6M | +10.3% | +14.5% | -4.2% | -3.2% |
| YTD | +37.1% | +13.0% | +24.1% | +21.6% |
| 1Y | +41.1% | +19.4% | +21.7% | +18.6% |
| 3Y | +28.3% | +78.9% | -50.6% | -26.6% |
| 5Y | +155.8% | +82.3% | +73.5% | +47.9% |
| All | +155.8% | +82.3% | +73.5% | +47.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling