-47.8%
FCG vs VOO
+803.9%
-851.6%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.9% | +1.9% |
| 7D | +5.6% | +3.3% | +2.3% | +1.6% |
| 30D | -4.6% | -2.7% | -1.9% | -2.0% |
| 3M | -0.4% | -1.7% | +1.4% | +0.9% |
| 6M | +0.1% | +3.1% | -3.0% | -5.1% |
| YTD | +28.0% | +11.9% | +16.1% | +8.4% |
| 1Y | +26.7% | +12.1% | +14.6% | +6.9% |
| 3Y | +29.8% | +78.6% | -48.8% | -39.3% |
| 5Y | +83.0% | +73.8% | +9.2% | -12.6% |
| 10Y | +59.0% | +312.3% | -253.3% | -76.4% |
| All | -47.8% | +803.9% | -851.6% | -97.2% |
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