-0.1%
FGI vs VOO
+77.5%
-77.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -4.1% | -0.6% | -3.5% | -4.0% |
| 30D | -3.4% | -3.6% | +0.3% | -1.7% |
| 3M | +61.8% | -2.7% | +64.5% | +63.9% |
| 6M | +17.0% | +2.2% | +14.8% | +16.7% |
| YTD | +31.4% | +10.9% | +20.5% | +28.1% |
| 1Y | +42.7% | +11.3% | +31.3% | +39.1% |
| All | -0.1% | +77.5% | -77.6% | -15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling