+209.7%
FDG vs VOO
+229.5%
-19.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.8% | +1.7% |
| 7D | -3.5% | -2.7% | -0.8% | 0.0% |
| 30D | -14.0% | -5.4% | -8.6% | -7.5% |
| 3M | -10.8% | -4.1% | -6.8% | -5.7% |
| 6M | -11.2% | +0.7% | -11.9% | -11.5% |
| YTD | -6.2% | +8.7% | -14.9% | -14.9% |
| 1Y | -4.0% | +11.0% | -14.9% | -15.1% |
| 3Y | +89.0% | +75.5% | +13.5% | -4.1% |
| 5Y | +33.4% | +68.4% | -34.9% | -28.1% |
| All | +209.7% | +229.5% | -19.9% | -10.4% |
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