+57.2%
FG vs VOO
+101.7%
-44.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.3% | -4.4% | -4.4% |
| 7D | +8.9% | +3.3% | +5.7% | +5.4% |
| 30D | +23.7% | -2.7% | +26.4% | +27.2% |
| 3M | -10.2% | -1.7% | -8.5% | -8.7% |
| 6M | -14.1% | +3.1% | -17.2% | -17.6% |
| YTD | -21.0% | +11.9% | -33.0% | -30.9% |
| 1Y | -26.3% | +12.1% | -38.3% | -35.6% |
| 3Y | -31.3% | +78.6% | -109.9% | -65.8% |
| All | +57.2% | +101.7% | -44.4% | -31.8% |
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