+24.9%
FGBI vs VOO
+594.5%
-569.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.6% | -3.7% |
| 7D | -5.6% | -0.4% | -5.3% | -5.4% |
| 30D | -6.8% | -1.4% | -5.4% | -5.9% |
| 3M | -20.9% | +3.7% | -24.7% | -23.3% |
| 6M | -4.6% | +13.0% | -17.7% | -13.4% |
| YTD | +46.5% | +12.4% | +34.1% | +33.8% |
| 1Y | -5.1% | +18.6% | -23.7% | -16.7% |
| 3Y | -23.5% | +78.1% | -101.6% | -51.5% |
| 5Y | -48.1% | +82.3% | -130.4% | -68.5% |
| 10Y | -12.3% | +322.5% | -334.8% | -67.8% |
| All | +24.9% | +594.5% | -569.6% | -56.7% |
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