+286.6%
FGD vs VOO
+817.1%
-530.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.6% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | +3.6% | +0.1% | +3.5% | +3.5% |
| 3M | +8.8% | +2.0% | +6.8% | +6.7% |
| 6M | +13.2% | +13.0% | +0.2% | +1.6% |
| YTD | +21.3% | +13.6% | +7.8% | +8.4% |
| 1Y | +31.6% | +20.1% | +11.5% | +12.0% |
| 3Y | +98.3% | +77.6% | +20.7% | +17.2% |
| 5Y | +83.7% | +82.4% | +1.3% | +4.2% |
| 10Y | +165.9% | +316.8% | -151.0% | -33.6% |
| All | +286.6% | +817.1% | -530.5% | -58.6% |
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