-27.3%
FG vs VOO
+78.8%
-106.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.8% | -1.8% |
| 7D | +16.3% | -0.6% | +16.9% | +17.0% |
| 30D | +29.8% | -3.6% | +33.4% | +34.7% |
| 3M | -6.7% | -2.7% | -4.0% | -4.1% |
| 6M | -9.9% | +2.2% | -12.2% | -12.6% |
| YTD | -16.4% | +10.9% | -27.3% | -25.8% |
| 1Y | -20.4% | +11.3% | -31.7% | -29.6% |
| 3Y | -27.3% | +76.9% | -104.2% | -66.0% |
| All | -27.3% | +78.8% | -106.1% | -66.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling