+59.2%
FG vs VOO
+103.5%
-44.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -2.9% |
| 7D | +2.2% | +0.5% | +1.7% | +1.7% |
| 30D | -12.6% | -0.9% | -11.7% | -11.6% |
| 3M | -11.6% | +3.9% | -15.5% | -15.5% |
| 6M | +8.1% | +14.5% | -6.5% | -7.7% |
| YTD | -20.1% | +13.0% | -33.0% | -30.6% |
| 1Y | -28.3% | +19.4% | -47.7% | -41.8% |
| 3Y | -2.8% | +78.9% | -81.6% | -51.4% |
| All | +59.2% | +103.5% | -44.3% | -31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling