+64.9%
FG vs VOO
+104.6%
-39.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | +4.4% | +0.1% | +4.3% | +4.3% |
| 30D | -15.5% | +0.1% | -15.6% | -15.6% |
| 3M | -7.0% | +2.0% | -9.0% | -9.4% |
| 6M | +10.0% | +13.0% | -3.0% | -4.6% |
| YTD | -17.2% | +13.6% | -30.8% | -28.5% |
| 1Y | -26.6% | +20.1% | -46.7% | -40.8% |
| 3Y | -2.8% | +77.6% | -80.4% | -50.8% |
| All | +64.9% | +104.6% | -39.7% | -29.4% |
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