+52.3%
FTGC vs VOO
+438.6%
-386.3%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -0.3% | +2.6% | -2.9% | -0.9% |
| 30D | -7.1% | -2.0% | -5.1% | -6.7% |
| 3M | -1.1% | -2.8% | +1.7% | -0.5% |
| 6M | -3.9% | +2.2% | -6.1% | -4.6% |
| YTD | +27.8% | +11.5% | +16.3% | +24.0% |
| 1Y | +27.7% | +13.5% | +14.2% | +23.3% |
| 3Y | +54.4% | +78.1% | -23.6% | +31.9% |
| 5Y | +75.8% | +73.1% | +2.7% | +50.3% |
| 10Y | +126.2% | +310.7% | -184.5% | +53.8% |
| All | +52.3% | +438.6% | -386.3% | +2.8% |
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