-62.0%
FGI vs VOO
+89.6%
-151.6%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.4% | +7.9% | +7.8% |
| 7D | +0.5% | +0.1% | +0.4% | +0.4% |
| 30D | +65.4% | +0.1% | +65.3% | +65.8% |
| 3M | +23.5% | +2.0% | +21.5% | +22.4% |
| 6M | +60.5% | +13.0% | +47.5% | +50.4% |
| YTD | +30.0% | +13.6% | +16.4% | +21.7% |
| 1Y | +82.1% | +20.1% | +62.0% | +67.4% |
| 3Y | -4.4% | +77.6% | -81.9% | -30.8% |
| All | -62.0% | +89.6% | -151.6% | -71.9% |
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