+51.0%
FGI vs VOO
+9.9%
+41.0%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.3% |
| 7D | -7.0% | -2.7% | -4.2% | -3.2% |
| 30D | -4.2% | -5.4% | +1.1% | +5.3% |
| 3M | +55.6% | -4.1% | +59.7% | +67.1% |
| 6M | -3.2% | +0.7% | -3.9% | -4.4% |
| YTD | +29.1% | +8.7% | +20.4% | +10.3% |
| 1Y | +51.0% | +11.0% | +40.0% | +26.6% |
| All | +51.0% | +9.9% | +41.0% | +26.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling