+142.1%
FGDL vs VOO
+114.4%
+27.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | +0.2% | -0.4% | +0.5% | +0.2% |
| 30D | +0.2% | -1.4% | +1.6% | +0.6% |
| 3M | +3.5% | +3.7% | -0.3% | +2.7% |
| 6M | -14.8% | +13.0% | -27.9% | -16.7% |
| YTD | +1.7% | +12.4% | -10.8% | -0.5% |
| 1Y | +20.6% | +18.6% | +2.0% | +17.1% |
| 3Y | +128.4% | +78.1% | +50.4% | +104.8% |
| All | +142.1% | +114.4% | +27.7% | +106.0% |
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