-77.7%
FGNX vs VOO
+18.2%
-95.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -3.2% |
| 7D | -4.4% | -0.8% | -3.6% | -2.0% |
| 30D | +14.4% | -1.1% | +15.5% | +18.5% |
| 3M | +23.8% | +3.9% | +19.9% | +7.9% |
| 6M | +18.0% | +13.6% | +4.3% | -22.0% |
| YTD | -41.7% | +12.7% | -54.5% | -59.7% |
| 1Y | -77.7% | +17.6% | -95.3% | -79.4% |
| All | -77.7% | +18.2% | -95.9% | -79.4% |
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