+1.4%
FIGB vs VOO
+117.1%
-115.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +0.1% |
| 7D | 0.0% | +0.5% | -0.5% | 0.0% |
| 30D | -0.4% | -0.9% | +0.5% | -0.3% |
| 3M | -0.3% | +3.9% | -4.2% | -0.6% |
| 6M | -1.3% | +14.5% | -15.8% | -2.1% |
| YTD | -0.6% | +13.0% | -13.5% | -1.3% |
| 1Y | 0.0% | +19.4% | -19.4% | -1.0% |
| 3Y | +13.6% | +78.9% | -65.3% | +9.2% |
| 5Y | -1.0% | +82.3% | -83.3% | -5.7% |
| All | +1.4% | +117.1% | -115.7% | -4.4% |
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 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