-25.4%
FWRG vs VOO
+9.9%
-35.3%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.2% |
| 7D | +0.9% | -2.7% | +3.7% | +3.2% |
| 30D | +22.5% | -5.4% | +27.8% | +28.1% |
| 3M | +3.3% | -4.1% | +7.4% | +6.6% |
| 6M | +5.7% | +0.7% | +4.9% | +2.3% |
| YTD | -14.7% | +8.7% | -23.4% | -27.2% |
| 1Y | -25.4% | +11.0% | -36.4% | -38.9% |
| All | -25.4% | +9.9% | -35.3% | -38.9% |
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