+83.5%
FGD vs VOO
+80.3%
+3.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.1% |
| 7D | -1.8% | -2.0% | +0.2% | -0.5% |
| 30D | +1.1% | -1.7% | +2.7% | +2.1% |
| 3M | +7.9% | +4.7% | +3.1% | +4.7% |
| 6M | +12.8% | +12.6% | +0.3% | +4.6% |
| YTD | +18.9% | +11.8% | +7.2% | +10.7% |
| 1Y | +27.3% | +17.5% | +9.7% | +14.8% |
| 3Y | +97.0% | +77.0% | +20.0% | +34.7% |
| 5Y | +83.5% | +82.6% | +0.9% | +20.2% |
| All | +83.5% | +80.3% | +3.1% | +20.2% |
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