-44.5%
FWRG vs VOO
+90.1%
-134.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.5% | +2.6% |
| 7D | +1.8% | +0.5% | +1.2% | +1.1% |
| 30D | -1.0% | -0.9% | -0.1% | 0.0% |
| 3M | +18.9% | +3.9% | +15.0% | +13.3% |
| 6M | -4.9% | +14.5% | -19.5% | -19.1% |
| YTD | -18.5% | +13.0% | -31.5% | -29.6% |
| 1Y | -32.7% | +19.4% | -52.1% | -45.6% |
| 3Y | -34.9% | +78.9% | -113.7% | -66.7% |
| All | -44.5% | +90.1% | -134.6% | -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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling