-61.3%
FGI vs VOO
+88.5%
-149.8%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.4% | +2.2% |
| 7D | +5.2% | +0.5% | +4.6% | +4.7% |
| 30D | +65.2% | -0.9% | +66.1% | +66.6% |
| 3M | +30.2% | +3.9% | +26.3% | +27.8% |
| 6M | +87.8% | +14.5% | +73.3% | +74.7% |
| YTD | +32.5% | +13.0% | +19.5% | +24.4% |
| 1Y | +93.6% | +19.4% | +74.2% | +78.6% |
| 3Y | -2.6% | +78.9% | -81.4% | -29.9% |
| All | -61.3% | +88.5% | -149.8% | -71.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling