-36.7%
FWRG vs VOO
+77.8%
-114.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.4% |
| 7D | -3.7% | +0.1% | -3.8% | -3.8% |
| 30D | -6.3% | +0.1% | -6.4% | -6.4% |
| 3M | +17.7% | +2.0% | +15.7% | +14.7% |
| 6M | +0.8% | +13.0% | -12.3% | -13.3% |
| YTD | -20.1% | +13.6% | -33.7% | -31.7% |
| 1Y | -35.4% | +20.1% | -55.5% | -48.5% |
| All | -36.7% | +77.8% | -114.5% | -66.0% |
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