-44.7%
FCG vs VOO
+817.1%
-861.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.6% |
| 7D | +2.1% | +0.1% | +2.0% | +1.9% |
| 30D | +13.4% | +0.1% | +13.3% | +13.2% |
| 3M | +6.0% | +2.0% | +4.0% | +2.6% |
| 6M | +11.3% | +13.0% | -1.8% | -6.0% |
| YTD | +35.6% | +13.6% | +22.1% | +13.6% |
| 1Y | +35.1% | +20.1% | +15.0% | +5.4% |
| 3Y | +25.6% | +77.6% | -52.0% | -40.5% |
| 5Y | +149.8% | +82.4% | +67.4% | +12.8% |
| 10Y | +55.9% | +316.8% | -261.0% | -77.0% |
| All | -44.7% | +817.1% | -861.8% | -97.1% |
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 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