+269.1%
FGD vs VOO
+803.9%
-534.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | -0.4% | +3.3% | -3.7% | -3.1% |
| 30D | +2.1% | -2.7% | +4.7% | +4.2% |
| 3M | -1.6% | -1.7% | +0.2% | -0.3% |
| 6M | +4.3% | +3.1% | +1.2% | +1.1% |
| YTD | +15.9% | +11.9% | +3.9% | +4.5% |
| 1Y | +19.2% | +12.1% | +7.1% | +7.4% |
| 3Y | +96.4% | +78.6% | +17.8% | +15.2% |
| 5Y | +76.1% | +73.8% | +2.3% | +4.3% |
| 10Y | +162.9% | +312.3% | -149.4% | -33.9% |
| All | +269.1% | +803.9% | -534.7% | -60.1% |
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