-80.3%
FIG vs VOO
+21.2%
-101.5%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.6% | -5.1% | -5.0% |
| 7D | -16.4% | +0.5% | -16.9% | -16.9% |
| 30D | -2.3% | -0.9% | -1.4% | -1.1% |
| 3M | +7.8% | +3.9% | +3.9% | +2.8% |
| 6M | -21.8% | +14.5% | -36.4% | -36.4% |
| YTD | -39.1% | +13.0% | -52.1% | -48.9% |
| 1Y | -56.6% | +19.4% | -76.1% | -64.2% |
| All | -80.3% | +21.2% | -101.5% | -83.2% |
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