-55.8%
FIG vs VOO
+20.9%
-76.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -3.8% |
| 7D | -16.3% | +0.1% | -16.4% | -16.4% |
| 30D | -14.3% | +0.1% | -14.4% | -14.3% |
| 3M | +7.2% | +2.0% | +5.1% | +4.7% |
| 6M | -18.6% | +13.0% | -31.7% | -34.1% |
| YTD | -35.5% | +13.6% | -49.0% | -48.1% |
| 1Y | -55.8% | +20.1% | -75.9% | -70.9% |
| All | -55.8% | +20.9% | -76.7% | -70.9% |
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 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